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 | $89,243 | $66,098+35.0% | $101,794-12.3% | $74,304+20.1% |
| Participation rate | 82.4% | 53.8%+28.7pp | 69.2%+13.2pp | 60.3%+22.1pp |
| Annual return | 17.46% | 19.59%-2.1pp | 30.53%-13.1pp | 29.43%-12.0pp |
| Employer contribution / active EE | $1,801 | $1,082+66.5% | $2,289-21.3% | $2,241-19.6% |
| Participant deferral / active EE | $5,182 | $2,781+86.3% | $4,084+26.9% | $3,767+37.6% |
| Admin fee / account holder | $16,721 | $4,146+303.3% | $8,777+90.5% | $2,969+463.2% |