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 | $76,358 | $51,045+49.6% | $70,515+8.3% | $71,457+6.9% |
| Participation rate | 71.8% | 59.4%+12.4pp | 68.3%+3.4pp | 67.9%+3.9pp |
| Annual return | 15.98% | 42.63%-26.6pp | 32.77%-16.8pp | 28.85%-12.9pp |
| Employer contribution / active EE | $1,983 | $1,790+10.8% | $2,973-33.3% | $2,588-23.3% |
| Participant deferral / active EE | $2,990 | $3,026-1.2% | $4,567-34.5% | $4,289-30.3% |
| Admin fee / account holder | $6,993 | $1,994+250.8% | $6,412+9.1% | $1,587+340.5% |