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 | $78,688 | $89,355-11.9% | $141,162-44.3% | $72,985+7.8% |
| Participation rate | 85.4% | 75.1%+10.2pp | 82.5%+2.9pp | 69.5%+15.9pp |
| Annual return | 21.15% | 111.85%-90.7pp | 71.39%-50.2pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,917 | $3,114-38.5% | $4,735-59.5% | $2,440-21.4% |
| Participant deferral / active EE | $5,738 | $5,418+5.9% | $6,709-14.5% | $3,607+59.1% |
| Admin fee / account holder | $1,874 | $5,958-68.6% | $10,261-81.7% | $5,124-63.4% |