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 | $65,560 | $60,892+7.7% | $82,389-20.4% | $84,808-22.7% |
| Participation rate | 89.2% | 63.3%+25.9pp | 69.5%+19.6pp | 68.3%+20.9pp |
| Annual return | 13.98% | 37.29%-23.3pp | 28.67%-14.7pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,247 | $1,779-29.9% | $2,517-50.5% | $2,631-52.6% |
| Participant deferral / active EE | $1,605 | $3,179-49.5% | $4,155-61.4% | $4,212-61.9% |
| Admin fee / account holder | $14,589 | $5,467+166.8% | $7,231+101.8% | $7,344+98.7% |