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 | $90,249 | $87,870+2.7% | $113,168-20.3% | $74,304+21.5% |
| Participation rate | 91.1% | 70.7%+20.3pp | 76.6%+14.5pp | 60.3%+30.7pp |
| Annual return | 17.98% | 26.44%-8.5pp | 24.27%-6.3pp | 29.43%-11.5pp |
| Employer contribution / active EE | $3,484 | $2,277+53.0% | $2,975+17.1% | $2,241+55.5% |
| Participant deferral / active EE | $6,290 | $4,241+48.3% | $5,107+23.2% | $3,767+67.0% |
| Admin fee / account holder | $5,167 | $3,368+53.4% | $12,068-57.2% | $2,969+74.1% |