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 | $88,204 | $87,870+0.4% | $113,168-22.1% | $74,304+18.7% |
| Participation rate | 92.7% | 70.7%+22.0pp | 76.6%+16.2pp | 60.3%+32.4pp |
| Annual return | 18.94% | 26.44%-7.5pp | 24.27%-5.3pp | 29.43%-10.5pp |
| Employer contribution / active EE | $4,936 | $2,277+116.8% | $2,975+65.9% | $2,241+120.3% |
| Participant deferral / active EE | $7,297 | $4,241+72.1% | $5,107+42.9% | $3,767+93.7% |
| Admin fee / account holder | $4,767 | $3,368+41.5% | $12,068-60.5% | $2,969+60.6% |