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 | $85,619 | $53,777+59.2% | $134,143-36.2% | $79,858+7.2% |
| Participation rate | 77.5% | 58.8%+18.7pp | 72.2%+5.3pp | 69.6%+7.9pp |
| Annual return | 22.72% | 19.01%+3.7pp | 36.33%-13.6pp | 31.71%-9.0pp |
| Employer contribution / active EE | $1,045 | $1,321-20.9% | $3,704-71.8% | $2,471-57.7% |
| Participant deferral / active EE | $3,729 | $2,420+54.1% | $3,499+6.6% | $3,740-0.3% |
| Admin fee / account holder | $2,583 | $3,984-35.2% | $6,684-61.4% | $5,306-51.3% |