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 | $61,049 | $49,791+22.6% | $78,210-21.9% | $70,131-12.9% |
| Participation rate | 88.3% | 62.3%+26.0pp | 68.7%+19.6pp | 69.5%+18.8pp |
| Annual return | 17.02% | 20.75%-3.7pp | 40.90%-23.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $2,311 | $1,430+61.6% | $2,034+13.6% | $2,342-1.3% |
| Participant deferral / active EE | $4,120 | $2,150+91.6% | $2,823+45.9% | $3,332+23.6% |
| Admin fee / account holder | $4,146 | $3,181+30.3% | $3,758+10.3% | $4,645-10.8% |