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 | $97,760 | $67,894+44.0% | $89,340+9.4% | $82,448+18.6% |
| Participation rate | 78.8% | 64.0%+14.7pp | 69.6%+9.2pp | 68.1%+10.7pp |
| Annual return | 16.48% | 19.21%-2.7pp | 20.57%-4.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $3,664 | $1,828+100.4% | $2,231+64.2% | $2,551+43.6% |
| Participant deferral / active EE | $5,056 | $3,072+64.6% | $3,823+32.3% | $4,139+22.1% |
| Admin fee / account holder | $3,635 | $5,723-36.5% | $6,704-45.8% | $7,234-49.7% |