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 | $85,515 | $58,512+46.1% | $84,015+1.8% | $72,985+17.2% |
| Participation rate | 95.7% | 61.2%+34.4pp | 69.0%+26.6pp | 69.5%+26.2pp |
| Annual return | 24.65% | 28.93%-4.3pp | 71.31%-46.7pp | 81.00%-56.4pp |
| Employer contribution / active EE | $4,004 | $1,163+244.3% | $1,983+101.9% | $2,440+64.1% |
| Participant deferral / active EE | $4,194 | $2,394+75.2% | $3,239+29.5% | $3,607+16.3% |
| Admin fee / account holder | $2,272 | $4,569-50.3% | $6,101-62.8% | $5,124-55.7% |