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 | $85,501 | $58,523+46.1% | $99,443-14.0% | $72,985+17.1% |
| Participation rate | 76.9% | 64.6%+12.3pp | 73.8%+3.1pp | 69.5%+7.4pp |
| Annual return | 23.55% | 28.51%-5.0pp | 30.72%-7.2pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,133 | $1,512-25.1% | $2,540-55.4% | $2,440-53.6% |
| Participant deferral / active EE | $2,579 | $2,606-1.0% | $3,619-28.7% | $3,607-28.5% |
| Admin fee / account holder | $2,850 | $4,102-30.5% | $6,250-54.4% | $5,124-44.4% |