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 6-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 | $76,290 | $66,402+14.9% | $109,895-30.6% | $85,850-11.1% |
| Participation rate | 72.1% | 63.9%+8.2pp | 74.2%-2.1pp | 69.3%+2.8pp |
| Annual return | 15.63% | 19.59%-4.0pp | 29.45%-13.8pp | 318.53%-302.9pp |
| Employer contribution / active EE | $2,279 | $1,687+35.1% | $2,842-19.8% | $2,565-11.2% |
| Participant deferral / active EE | $3,913 | $2,842+37.7% | $4,048-3.3% | $3,952-1.0% |
| Admin fee / account holder | $480 | $4,557-89.5% | $6,066-92.1% | $6,260-92.3% |