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 | $84,022 | $76,552+9.8% | $123,892-32.2% | $62,891+33.6% |
| Participation rate | 89.5% | 73.0%+16.5pp | 81.4%+8.1pp | 69.3%+20.2pp |
| Annual return | 6.89% | 18.68%-11.8pp | 47.52%-40.6pp | 20.14%-13.3pp |
| Employer contribution / active EE | $3,828 | $2,883+32.8% | $4,617-17.1% | $2,281+67.8% |
| Participant deferral / active EE | $3,855 | $4,840-20.4% | $5,984-35.6% | $3,203+20.4% |
| Admin fee / account holder | $8,760 | $4,826+81.5% | $8,357+4.8% | $4,296+103.9% |