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 | $97,748 | $63,355+54.3% | $91,989+6.3% | $72,985+33.9% |
| Participation rate | 93.8% | 72.5%+21.2pp | 78.6%+15.1pp | 69.5%+24.3pp |
| Annual return | 24.79% | 35.35%-10.6pp | 69.02%-44.2pp | 81.00%-56.2pp |
| Employer contribution / active EE | $3,165 | $2,116+49.6% | $3,452-8.3% | $2,440+29.7% |
| Participant deferral / active EE | $7,681 | $4,883+57.3% | $5,923+29.7% | $3,607+112.9% |
| Admin fee / account holder | $3,314 | $4,668-29.0% | $7,743-57.2% | $5,124-35.3% |