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 5-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 | $96,203 | $63,764+50.9% | $81,930+17.4% | $79,858+20.5% |
| Participation rate | 94.2% | 67.5%+26.7pp | 72.0%+22.2pp | 69.6%+24.6pp |
| Annual return | 10.44% | 22.66%-12.2pp | 29.49%-19.1pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,802 | $1,795+0.4% | $4,310-58.2% | $2,471-27.1% |
| Participant deferral / active EE | $5,206 | $2,780+87.2% | $7,107-26.7% | $3,740+39.2% |
| Admin fee / account holder | $10,244 | $4,426+131.4% | $5,158+98.6% | $5,306+93.0% |