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 | $87,267 | $60,892+43.3% | $82,389+5.9% | $84,808+2.9% |
| Participation rate | 77.8% | 63.3%+14.5pp | 69.5%+8.2pp | 68.3%+9.5pp |
| Annual return | 17.75% | 37.29%-19.5pp | 28.67%-10.9pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,469 | $1,779-17.4% | $2,517-41.6% | $2,631-44.2% |
| Participant deferral / active EE | $4,761 | $3,179+49.8% | $4,155+14.6% | $4,212+13.0% |
| Admin fee / account holder | $2,858 | $5,467-47.7% | $7,231-60.5% | $7,344-61.1% |