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 | $86,375 | $66,098+30.7% | $101,794-15.1% | $74,304+16.2% |
| Participation rate | 100.0% | 53.8%+46.2pp | 69.2%+30.8pp | 60.3%+39.7pp |
| Annual return | 13.62% | 19.59%-6.0pp | 30.53%-16.9pp | 29.43%-15.8pp |
| Employer contribution / active EE | $1,414 | $1,082+30.7% | $2,289-38.2% | $2,241-36.9% |
| Participant deferral / active EE | $4,216 | $2,781+51.6% | $4,084+3.2% | $3,767+11.9% |
| Admin fee / account holder | $5,819 | $4,146+40.4% | $8,777-33.7% | $2,969+96.0% |