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 | $75,142 | $56,277+33.5% | $80,975-7.2% | $62,891+19.5% |
| Participation rate | 96.9% | 69.0%+27.9pp | 75.8%+21.1pp | 69.3%+27.6pp |
| Annual return | 13.17% | 22.12%-9.0pp | 17.10%-3.9pp | 20.14%-7.0pp |
| Employer contribution / active EE | $1,201 | $1,943-38.2% | $3,714-67.7% | $2,281-47.4% |
| Participant deferral / active EE | $3,498 | $4,195-16.6% | $5,696-38.6% | $3,203+9.2% |
| Admin fee / account holder | $2,189 | $3,741-41.5% | $5,516-60.3% | $4,296-49.0% |