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 | $99,724 | $59,101+68.7% | $77,163+29.2% | $75,163+32.7% |
| Participation rate | 70.0% | 63.9%+6.1pp | 69.6%+0.4pp | 67.2%+2.8pp |
| Annual return | 15.15% | 26.71%-11.6pp | 37.87%-22.7pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,970 | $1,995-1.3% | $2,535-22.3% | $2,670-26.2% |
| Participant deferral / active EE | $6,147 | $2,999+105.0% | $3,833+60.4% | $4,125+49.0% |
| Admin fee / account holder | $9,853 | $4,774+106.4% | $5,472+80.1% | $5,651+74.4% |