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 | $98,974 | $64,480+53.5% | $81,382+21.6% | $80,856+22.4% |
| Participation rate | 88.2% | 63.9%+24.4pp | 69.5%+18.8pp | 67.6%+20.6pp |
| Annual return | 12.73% | 16.34%-3.6pp | 24.73%-12.0pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,918 | $1,978-3.1% | $2,463-22.1% | $2,755-30.4% |
| Participant deferral / active EE | $4,177 | $3,094+35.0% | $3,883+7.6% | $4,296-2.8% |
| Admin fee / account holder | $627 | $5,671-88.9% | $5,768-89.1% | $6,918-90.9% |