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 | $87,989 | $109,413-19.6% | $156,263-43.7% | $84,808+3.8% |
| Participation rate | 88.4% | 72.7%+15.7pp | 78.9%+9.5pp | 68.3%+20.1pp |
| Annual return | 15.12% | 20.18%-5.1pp | 59.47%-44.3pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,187 | $2,907-24.8% | $4,333-49.5% | $2,631-16.9% |
| Participant deferral / active EE | $6,003 | $4,590+30.8% | $6,158-2.5% | $4,212+42.5% |
| Admin fee / account holder | $27,043 | $9,357+189.0% | $14,255+89.7% | $7,344+268.2% |