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 | $68,513 | $89,355-23.3% | $141,162-51.5% | $72,985-6.1% |
| Participation rate | 87.2% | 75.1%+12.1pp | 82.5%+4.8pp | 69.5%+17.7pp |
| Annual return | 24.18% | 111.85%-87.7pp | 71.39%-47.2pp | 81.00%-56.8pp |
| Employer contribution / active EE | $1,796 | $3,114-42.3% | $4,735-62.1% | $2,440-26.4% |
| Participant deferral / active EE | $8,542 | $5,418+57.7% | $6,709+27.3% | $3,607+136.8% |
| Admin fee / account holder | $2,231 | $5,958-62.6% | $10,261-78.3% | $5,124-56.5% |