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 | $87,879 | $49,227+78.5% | $70,449+24.7% | $79,858+10.0% |
| Participation rate | 95.7% | 69.2%+26.5pp | 75.1%+20.6pp | 69.6%+26.0pp |
| Annual return | 12.59% | 30.06%-17.5pp | 109.03%-96.4pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,883 | $2,099-10.3% | $2,737-31.2% | $2,471-23.8% |
| Participant deferral / active EE | $4,185 | $2,768+51.2% | $3,709+12.8% | $3,740+11.9% |
| Admin fee / account holder | $14,790 | $2,878+413.9% | $3,845+284.6% | $5,306+178.7% |