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 | $83,046 | $52,580+57.9% | $71,671+15.9% | $70,131+18.4% |
| Participation rate | 77.0% | 60.9%+16.2pp | 68.7%+8.3pp | 69.5%+7.5pp |
| Annual return | 19.38% | 20.25%-0.9pp | 20.65%-1.3pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,918 | $1,616+18.7% | $2,460-22.0% | $2,342-18.1% |
| Participant deferral / active EE | $3,748 | $2,386+57.1% | $3,438+9.0% | $3,332+12.5% |
| Admin fee / account holder | $6,669 | $3,653+82.6% | $5,558+20.0% | $4,645+43.6% |