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 | $81,561 | $62,672+30.1% | $185,117-55.9% | $70,131+16.3% |
| Participation rate | 86.3% | 63.8%+22.5pp | 77.3%+9.0pp | 69.5%+16.7pp |
| Annual return | 18.02% | 40.79%-22.8pp | 40.50%-22.5pp | 73.14%-55.1pp |
| Employer contribution / active EE | $1,055 | $1,753-39.8% | $4,182-74.8% | $2,342-54.9% |
| Participant deferral / active EE | $5,315 | $3,272+62.5% | $5,045+5.4% | $3,332+59.5% |
| Admin fee / account holder | $1,659 | $3,932-57.8% | $8,159-79.7% | $4,645-64.3% |