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 | $87,182 | $46,553+87.3% | $64,056+36.1% | $75,163+16.0% |
| Participation rate | 77.1% | 65.9%+11.1pp | 72.3%+4.8pp | 67.2%+9.9pp |
| Annual return | 14.64% | 26.03%-11.4pp | 33.69%-19.0pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,454 | $1,974-26.4% | $2,747-47.1% | $2,670-45.6% |
| Participant deferral / active EE | $2,417 | $2,837-14.8% | $3,880-37.7% | $4,125-41.4% |
| Admin fee / account holder | $3,546 | $2,952+20.1% | $3,068+15.6% | $5,651-37.3% |