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 | $94,175 | $46,869+100.9% | $122,332-23.0% | $70,131+34.3% |
| Participation rate | 89.2% | 58.2%+31.0pp | 71.6%+17.6pp | 69.5%+19.6pp |
| Annual return | 18.13% | 24.22%-6.1pp | 30.27%-12.1pp | 73.14%-55.0pp |
| Employer contribution / active EE | $3,365 | $1,288+161.3% | $4,050-16.9% | $2,342+43.7% |
| Participant deferral / active EE | $6,768 | $2,166+212.4% | $3,287+105.9% | $3,332+103.1% |
| Admin fee / account holder | $3,678 | $3,322+10.7% | $5,478-32.9% | $4,645-20.8% |