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 9-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 | $88,562 | $57,065+55.2% | $75,670+17.0% | $70,131+26.3% |
| Participation rate | 71.7% | 68.1%+3.6pp | 72.3%-0.6pp | 69.5%+2.2pp |
| Annual return | 14.57% | 23.57%-9.0pp | 27.34%-12.8pp | 73.14%-58.6pp |
| Employer contribution / active EE | $2,262 | $1,817+24.5% | $2,352-3.8% | $2,342-3.5% |
| Participant deferral / active EE | $5,106 | $2,580+97.9% | $3,142+62.5% | $3,332+53.3% |
| Admin fee / account holder | $16,307 | $3,825+326.3% | $5,800+181.2% | $4,645+251.0% |