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 | $90,189 | $48,076+87.6% | $78,689+14.6% | $62,891+43.4% |
| Participation rate | 75.8% | 65.2%+10.5pp | 73.6%+2.2pp | 69.3%+6.5pp |
| Annual return | 8.55% | 31.35%-22.8pp | 62.18%-53.6pp | 20.14%-11.6pp |
| Employer contribution / active EE | $2,992 | $2,015+48.5% | $2,851+5.0% | $2,281+31.2% |
| Participant deferral / active EE | $6,992 | $2,588+170.2% | $3,517+98.8% | $3,203+118.3% |
| Admin fee / account holder | $1,010 | $3,207-68.5% | $4,510-77.6% | $4,296-76.5% |