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 | $85,091 | $67,606+25.9% | $82,313+3.4% | $70,131+21.3% |
| Participation rate | 96.9% | 72.8%+24.1pp | 76.9%+20.0pp | 69.5%+27.3pp |
| Annual return | 19.12% | 21.57%-2.4pp | 25.88%-6.8pp | 73.14%-54.0pp |
| Employer contribution / active EE | $3,226 | $1,755+83.9% | $2,428+32.9% | $2,342+37.7% |
| Participant deferral / active EE | $8,255 | $2,987+176.4% | $3,706+122.7% | $3,332+147.8% |
| Admin fee / account holder | $1,492 | $4,512-66.9% | $5,608-73.4% | $4,645-67.9% |