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 | $80,383 | $63,355+26.9% | $91,989-12.6% | $72,985+10.1% |
| Participation rate | 93.8% | 72.5%+21.2pp | 78.6%+15.1pp | 69.5%+24.3pp |
| Annual return | 23.74% | 35.35%-11.6pp | 69.02%-45.3pp | 81.00%-57.3pp |
| Employer contribution / active EE | $3,222 | $2,116+52.3% | $3,452-6.7% | $2,440+32.0% |
| Participant deferral / active EE | $7,002 | $4,883+43.4% | $5,923+18.2% | $3,607+94.1% |
| Admin fee / account holder | $10,661 | $4,668+128.4% | $7,743+37.7% | $5,124+108.0% |