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 | $75,598 | $52,580+43.8% | $71,671+5.5% | $70,131+7.8% |
| Participation rate | 89.4% | 60.9%+28.5pp | 68.7%+20.7pp | 69.5%+19.9pp |
| Annual return | 22.42% | 20.25%+2.2pp | 20.65%+1.8pp | 73.14%-50.7pp |
| Employer contribution / active EE | $3,723 | $1,616+130.4% | $2,460+51.3% | $2,342+58.9% |
| Participant deferral / active EE | $10,245 | $2,386+329.4% | $3,438+198.0% | $3,332+207.5% |
| Admin fee / account holder | $1,520 | $3,653-58.4% | $5,558-72.7% | $4,645-67.3% |