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 | $97,481 | $71,516+36.3% | $98,439-1.0% | $71,457+36.4% |
| Participation rate | 81.9% | 72.7%+9.2pp | 75.2%+6.7pp | 67.9%+14.0pp |
| Annual return | 18.12% | 32.41%-14.3pp | 21.16%-3.0pp | 28.85%-10.7pp |
| Employer contribution / active EE | $4,252 | $2,399+77.2% | $3,048+39.5% | $2,588+64.3% |
| Participant deferral / active EE | $3,086 | $4,109-24.9% | $4,738-34.9% | $4,289-28.0% |
| Admin fee / account holder | $4,374 | $1,675+161.2% | $8,948-51.1% | $1,587+175.6% |