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 | $92,870 | $80,717+15.1% | $154,803-40.0% | $84,808+9.5% |
| Participation rate | 83.9% | 66.8%+17.1pp | 78.1%+5.9pp | 68.3%+15.6pp |
| Annual return | 30.17% | 37.96%-7.8pp | 58.88%-28.7pp | 40.90%-10.7pp |
| Employer contribution / active EE | $2,254 | $2,761-18.4% | $4,305-47.6% | $2,631-14.3% |
| Participant deferral / active EE | $6,400 | $3,303+93.7% | $5,540+15.5% | $4,212+52.0% |
| Admin fee / account holder | $4,451 | $6,746-34.0% | $14,329-68.9% | $7,344-39.4% |