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 | $102,150 | $65,041+57.1% | $90,951+12.3% | $79,858+27.9% |
| Participation rate | 87.7% | 61.6%+26.1pp | 69.0%+18.7pp | 69.6%+18.0pp |
| Annual return | 13.15% | 30.45%-17.3pp | 134.60%-121.4pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,298 | $1,247+4.1% | $2,122-38.8% | $2,471-47.5% |
| Participant deferral / active EE | $3,982 | $2,512+58.5% | $3,373+18.1% | $3,740+6.5% |
| Admin fee / account holder | $4,464 | $4,536-1.6% | $5,959-25.1% | $5,306-15.9% |