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 | $91,223 | $65,365+39.6% | $92,893-1.8% | $72,985+25.0% |
| Participation rate | 88.1% | 68.3%+19.7pp | 76.0%+12.1pp | 69.5%+18.6pp |
| Annual return | 27.38% | 42.10%-14.7pp | 109.41%-82.0pp | 81.00%-53.6pp |
| Employer contribution / active EE | $3,049 | $2,594+17.5% | $3,653-16.5% | $2,440+25.0% |
| Participant deferral / active EE | $6,580 | $3,128+110.3% | $4,236+55.3% | $3,607+82.4% |
| Admin fee / account holder | $579 | $4,251-86.4% | $5,794-90.0% | $5,124-88.7% |