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 | $85,273 | $58,828+45.0% | $77,999+9.3% | $62,891+35.6% |
| Participation rate | 80.8% | 71.1%+9.7pp | 75.5%+5.2pp | 69.3%+11.5pp |
| Annual return | 8.39% | 17.16%-8.8pp | 425.96%-417.6pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,581 | $1,672-5.4% | $2,470-36.0% | $2,281-30.7% |
| Participant deferral / active EE | $2,891 | $2,686+7.7% | $3,497-17.3% | $3,203-9.7% |
| Admin fee / account holder | $10,111 | $4,393+130.1% | $5,480+84.5% | $4,296+135.4% |