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 | $71,468 | $48,076+48.7% | $78,689-9.2% | $62,891+13.6% |
| Participation rate | 75.9% | 65.2%+10.7pp | 73.6%+2.3pp | 69.3%+6.6pp |
| Annual return | 7.33% | 31.35%-24.0pp | 62.18%-54.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,625 | $2,015+30.3% | $2,851-7.9% | $2,281+15.1% |
| Participant deferral / active EE | $5,420 | $2,588+109.5% | $3,517+54.1% | $3,203+69.2% |
| Admin fee / account holder | $6,705 | $3,207+109.0% | $4,510+48.7% | $4,296+56.1% |