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 | $89,419 | $60,892+46.8% | $82,389+8.5% | $84,808+5.4% |
| Participation rate | 90.4% | 63.3%+27.1pp | 69.5%+20.9pp | 68.3%+22.1pp |
| Annual return | 19.05% | 37.29%-18.2pp | 28.67%-9.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,445 | $1,779-18.8% | $2,517-42.6% | $2,631-45.1% |
| Participant deferral / active EE | $6,459 | $3,179+103.2% | $4,155+55.5% | $4,212+53.4% |
| Admin fee / account holder | $3,402 | $5,467-37.8% | $7,231-53.0% | $7,344-53.7% |