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 | $80,183 | $89,355-10.3% | $141,162-43.2% | $72,985+9.9% |
| Participation rate | 84.0% | 75.1%+8.9pp | 82.5%+1.5pp | 69.5%+14.5pp |
| Annual return | 20.88% | 111.85%-91.0pp | 71.39%-50.5pp | 81.00%-60.1pp |
| Employer contribution / active EE | $2,395 | $3,114-23.1% | $4,735-49.4% | $2,440-1.8% |
| Participant deferral / active EE | $5,260 | $5,418-2.9% | $6,709-21.6% | $3,607+45.8% |
| Admin fee / account holder | $3,326 | $5,958-44.2% | $10,261-67.6% | $5,124-35.1% |