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 | $88,902 | $64,348+38.2% | $90,160-1.4% | $70,131+26.8% |
| Participation rate | 97.5% | 70.4%+27.1pp | 76.9%+20.6pp | 69.5%+28.0pp |
| Annual return | 16.13% | 28.13%-12.0pp | 34.88%-18.7pp | 73.14%-57.0pp |
| Employer contribution / active EE | $3,079 | $2,046+50.5% | $3,318-7.2% | $2,342+31.4% |
| Participant deferral / active EE | $7,649 | $4,389+74.3% | $5,288+44.7% | $3,332+129.6% |
| Admin fee / account holder | $15,266 | $3,944+287.1% | $5,943+156.9% | $4,645+228.6% |