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 | $86,139 | $89,355-3.6% | $141,162-39.0% | $72,985+18.0% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 23.96% | 111.85%-87.9pp | 71.39%-47.4pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,343 | $3,114-56.9% | $4,735-71.6% | $2,440-45.0% |
| Participant deferral / active EE | $3,619 | $5,418-33.2% | $6,709-46.1% | $3,607+0.3% |
| Admin fee / account holder | $4,243 | $5,958-28.8% | $10,261-58.7% | $5,124-17.2% |