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 | $68,564 | $52,903+29.6% | $73,307-6.5% | $59,632+15.0% |
| Participation rate | 93.2% | 68.2%+24.9pp | 74.9%+18.2pp | 68.7%+24.5pp |
| Annual return | 1.74% | 12.20%-10.5pp | 5.67%-3.9pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $3,002 | $1,909+57.3% | $3,237-7.3% | $2,203+36.3% |
| Participant deferral / active EE | $6,472 | $4,069+59.1% | $4,991+29.7% | $3,192+102.8% |
| Admin fee / account holder | $4,231 | $3,834+10.3% | $5,637-24.9% | $4,297-1.5% |