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 | $78,545 | $48,795+61.0% | $65,493+19.9% | $84,808-7.4% |
| Participation rate | 72.1% | 67.0%+5.2pp | 73.1%-1.0pp | 68.3%+3.8pp |
| Annual return | 13.11% | 20.20%-7.1pp | 982.45%-969.3pp | 40.90%-27.8pp |
| Employer contribution / active EE | $845 | $1,930-56.2% | $2,574-67.2% | $2,631-67.9% |
| Participant deferral / active EE | $5,163 | $2,928+76.3% | $3,961+30.3% | $4,212+22.6% |
| Admin fee / account holder | $590 | $3,877-84.8% | $5,028-88.3% | $7,344-92.0% |