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 | $76,722 | $52,580+45.9% | $71,671+7.0% | $70,131+9.4% |
| Participation rate | 97.8% | 60.9%+36.9pp | 68.7%+29.0pp | 69.5%+28.2pp |
| Annual return | 16.94% | 20.25%-3.3pp | 20.65%-3.7pp | 73.14%-56.2pp |
| Employer contribution / active EE | $2,798 | $1,616+73.2% | $2,460+13.7% | $2,342+19.5% |
| Participant deferral / active EE | $3,693 | $2,386+54.8% | $3,438+7.4% | $3,332+10.8% |
| Admin fee / account holder | $5,321 | $3,653+45.7% | $5,558-4.3% | $4,645+14.6% |