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 | $77,113 | $45,073+71.1% | $69,455+11.0% | $72,985+5.7% |
| Participation rate | 80.8% | 68.5%+12.3pp | 74.6%+6.2pp | 69.5%+11.3pp |
| Annual return | 15.43% | 22.65%-7.2pp | 28.97%-13.5pp | 81.00%-65.6pp |
| Employer contribution / active EE | $1,316 | $2,054-35.9% | $2,779-52.6% | $2,440-46.0% |
| Participant deferral / active EE | $2,366 | $2,602-9.1% | $3,535-33.1% | $3,607-34.4% |
| Admin fee / account holder | $4,646 | $3,056+52.0% | $3,839+21.0% | $5,124-9.3% |