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 | $83,386 | $72,277+15.4% | $101,248-17.6% | $79,858+4.4% |
| Participation rate | 91.9% | 68.5%+23.4pp | 75.8%+16.1pp | 69.6%+22.3pp |
| Annual return | 14.37% | 22.30%-7.9pp | 46.47%-32.1pp | 31.71%-17.3pp |
| Employer contribution / active EE | $3,169 | $2,692+17.7% | $3,660-13.4% | $2,471+28.3% |
| Participant deferral / active EE | $3,591 | $3,282+9.4% | $4,370-17.8% | $3,740-4.0% |
| Admin fee / account holder | $2,867 | $4,400-34.8% | $5,945-51.8% | $5,306-46.0% |