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 | $92,977 | $45,073+106.3% | $69,455+33.9% | $72,985+27.4% |
| Participation rate | 93.3% | 68.5%+24.8pp | 74.6%+18.6pp | 69.5%+23.8pp |
| Annual return | 22.28% | 22.65%-0.4pp | 28.97%-6.7pp | 81.00%-58.7pp |
| Employer contribution / active EE | $4,117 | $2,054+100.4% | $2,779+48.1% | $2,440+68.7% |
| Participant deferral / active EE | $4,357 | $2,602+67.5% | $3,535+23.2% | $3,607+20.8% |
| Admin fee / account holder | $2,983 | $3,056-2.4% | $3,839-22.3% | $5,124-41.8% |