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 | $92,598 | $67,606+37.0% | $82,313+12.5% | $70,131+32.0% |
| Participation rate | 98.2% | 72.8%+25.4pp | 76.9%+21.3pp | 69.5%+28.7pp |
| Annual return | 17.70% | 21.57%-3.9pp | 25.88%-8.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $2,443 | $1,755+39.2% | $2,428+0.6% | $2,342+4.3% |
| Participant deferral / active EE | $9,134 | $2,987+205.8% | $3,706+146.5% | $3,332+174.1% |
| Admin fee / account holder | $12,179 | $4,512+169.9% | $5,608+117.2% | $4,645+162.2% |