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 | $84,065 | $51,620+62.9% | $90,281-6.9% | $65,185+29.0% |
| Participation rate | 83.6% | 68.6%+15.0pp | 73.3%+10.4pp | 70.2%+13.4pp |
| Annual return | 23.39% | 24.94%-1.5pp | 78.10%-54.7pp | 29.38%-6.0pp |
| Employer contribution / active EE | $2,842 | $2,235+27.2% | $2,854-0.4% | $2,177+30.6% |
| Participant deferral / active EE | $4,075 | $2,871+42.0% | $3,885+4.9% | $3,514+16.0% |
| Admin fee / account holder | $5,708 | $384+1385.3% | $5,351+6.7% | $847+573.8% |