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 | $86,691 | $78,926+9.8% | $136,749-36.6% | $84,808+2.2% |
| Participation rate | 80.6% | 62.2%+18.4pp | 72.1%+8.4pp | 68.3%+12.2pp |
| Annual return | 15.22% | 18.17%-3.0pp | 24.33%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,652 | $2,134+71.1% | $3,400+7.4% | $2,631+38.8% |
| Participant deferral / active EE | $6,386 | $3,168+101.6% | $4,692+36.1% | $4,212+51.6% |
| Admin fee / account holder | $33,039 | $6,369+418.7% | $11,386+190.2% | $7,344+349.9% |