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 | $77,132 | $89,355-13.7% | $141,162-45.4% | $72,985+5.7% |
| Participation rate | 83.1% | 75.1%+8.0pp | 82.5%+0.6pp | 69.5%+13.6pp |
| Annual return | 20.53% | 111.85%-91.3pp | 71.39%-50.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $2,981 | $3,114-4.3% | $4,735-37.1% | $2,440+22.2% |
| Participant deferral / active EE | $6,179 | $5,418+14.0% | $6,709-7.9% | $3,607+71.3% |
| Admin fee / account holder | $4,460 | $5,958-25.1% | $10,261-56.5% | $5,124-13.0% |