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 | $92,880 | $67,606+37.4% | $82,313+12.8% | $70,131+32.4% |
| Participation rate | 94.3% | 72.8%+21.6pp | 76.9%+17.4pp | 69.5%+24.8pp |
| Annual return | 12.82% | 21.57%-8.7pp | 25.88%-13.1pp | 73.14%-60.3pp |
| Employer contribution / active EE | $3,523 | $1,755+100.7% | $2,428+45.1% | $2,342+50.4% |
| Participant deferral / active EE | $4,752 | $2,987+59.1% | $3,706+28.2% | $3,332+42.6% |
| Admin fee / account holder | $2,101 | $4,512-53.4% | $5,608-62.5% | $4,645-54.8% |