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 | $80,077 | $45,035+77.8% | $62,995+27.1% | $70,131+14.2% |
| Participation rate | 91.3% | 69.5%+21.7pp | 74.8%+16.4pp | 69.5%+21.7pp |
| Annual return | 12.83% | 18.76%-5.9pp | 87.57%-74.7pp | 73.14%-60.3pp |
| Employer contribution / active EE | $3,259 | $2,051+58.9% | $2,759+18.1% | $2,342+39.1% |
| Participant deferral / active EE | $3,200 | $2,465+29.8% | $3,329-3.9% | $3,332-4.0% |
| Admin fee / account holder | $864 | $2,834-69.5% | $3,600-76.0% | $4,645-81.4% |