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 | $96,393 | $57,065+68.9% | $75,670+27.4% | $70,131+37.4% |
| Participation rate | 88.5% | 68.1%+20.4pp | 72.3%+16.1pp | 69.5%+18.9pp |
| Annual return | 17.51% | 23.57%-6.1pp | 27.34%-9.8pp | 73.14%-55.6pp |
| Employer contribution / active EE | $2,632 | $1,817+44.9% | $2,352+11.9% | $2,342+12.4% |
| Participant deferral / active EE | $5,899 | $2,580+128.7% | $3,142+87.7% | $3,332+77.1% |
| Admin fee / account holder | $3,083 | $3,825-19.4% | $5,800-46.9% | $4,645-33.6% |