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 | $84,394 | $54,762+54.1% | $90,281-6.5% | $72,985+15.6% |
| Participation rate | 95.6% | 65.1%+30.4pp | 73.3%+22.3pp | 69.5%+26.1pp |
| Annual return | 19.05% | 30.63%-11.6pp | 78.10%-59.1pp | 81.00%-62.0pp |
| Employer contribution / active EE | $3,465 | $2,092+65.6% | $2,854+21.4% | $2,440+42.0% |
| Participant deferral / active EE | $4,545 | $2,887+57.4% | $3,885+17.0% | $3,607+26.0% |
| Admin fee / account holder | $14,278 | $3,972+259.5% | $5,351+166.8% | $5,124+178.6% |