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 | $95,604 | $67,606+41.4% | $82,313+16.1% | $70,131+36.3% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 14.46% | 21.57%-7.1pp | 25.88%-11.4pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,382 | $1,755-21.2% | $2,428-43.1% | $2,342-41.0% |
| Participant deferral / active EE | $4,829 | $2,987+61.7% | $3,706+30.3% | $3,332+44.9% |
| Admin fee / account holder | $1,306 | $4,512-71.1% | $5,608-76.7% | $4,645-71.9% |