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 | $96,020 | $79,944+20.1% | $98,439-2.5% | $75,163+27.7% |
| Participation rate | 82.6% | 70.4%+12.2pp | 75.2%+7.4pp | 67.2%+15.4pp |
| Annual return | 18.40% | 19.75%-1.4pp | 21.16%-2.8pp | 160.62%-142.2pp |
| Employer contribution / active EE | $1,379 | $2,264-39.1% | $3,048-54.8% | $2,670-48.3% |
| Participant deferral / active EE | $2,721 | $3,752-27.5% | $4,738-42.6% | $4,125-34.0% |
| Admin fee / account holder | $1,196 | $6,840-82.5% | $8,948-86.6% | $5,651-78.8% |