See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,803 | $81,248+32.7% | $155,509-30.7% | $80,856+33.3% |
| Participation rate | 75.0% | 66.2%+8.8pp | 78.2%-3.2pp | 67.6%+7.4pp |
| Annual return | 13.66% | 33.31%-19.7pp | 64.67%-51.0pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,079 | $3,100-65.2% | $4,672-76.9% | $2,755-60.8% |
| Participant deferral / active EE | $2,107 | $3,452-39.0% | $5,626-62.6% | $4,296-51.0% |
| Admin fee / account holder | $2,550 | $7,997-68.1% | $15,912-84.0% | $6,918-63.1% |