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 | $94,357 | $71,050+32.8% | $93,606+0.8% | $80,856+16.7% |
| Participation rate | 93.5% | 60.4%+33.1pp | 68.7%+24.8pp | 67.6%+25.9pp |
| Annual return | 12.40% | 11.26%+1.1pp | 133.20%-120.8pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,919 | $1,564+22.7% | $2,420-20.7% | $2,755-30.3% |
| Participant deferral / active EE | $7,347 | $4,034+82.1% | $4,411+66.5% | $4,296+71.0% |
| Admin fee / account holder | $1,911 | $6,945-72.5% | $8,285-76.9% | $6,918-72.4% |