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 | $93,524 | $54,762+70.8% | $90,281+3.6% | $72,985+28.1% |
| Participation rate | 97.6% | 65.1%+32.5pp | 73.3%+24.3pp | 69.5%+28.1pp |
| Annual return | 23.43% | 30.63%-7.2pp | 78.10%-54.7pp | 81.00%-57.6pp |
| Employer contribution / active EE | $1,966 | $2,092-6.0% | $2,854-31.1% | $2,440-19.4% |
| Participant deferral / active EE | $7,142 | $2,887+147.4% | $3,885+83.8% | $3,607+98.0% |
| Admin fee / account holder | $1,787 | $3,972-55.0% | $5,351-66.6% | $5,124-65.1% |