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 | $87,792 | $59,839+46.7% | $81,983+7.1% | $79,858+9.9% |
| Participation rate | 83.8% | 61.6%+22.2pp | 69.2%+14.5pp | 69.6%+14.2pp |
| Annual return | 13.08% | 17.56%-4.5pp | 41.31%-28.2pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,559 | $1,713-9.0% | $2,498-37.6% | $2,471-36.9% |
| Participant deferral / active EE | $4,774 | $2,695+77.1% | $3,722+28.3% | $3,740+27.6% |
| Admin fee / account holder | $5,010 | $4,287+16.8% | $5,664-11.5% | $5,306-5.6% |