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 | $82,348 | $45,035+82.9% | $62,995+30.7% | $70,131+17.4% |
| Participation rate | 84.8% | 69.5%+15.3pp | 74.8%+10.0pp | 69.5%+15.3pp |
| Annual return | 13.24% | 18.76%-5.5pp | 87.57%-74.3pp | 73.14%-59.9pp |
| Employer contribution / active EE | $2,150 | $2,051+4.8% | $2,759-22.1% | $2,342-8.2% |
| Participant deferral / active EE | $5,708 | $2,465+131.6% | $3,329+71.5% | $3,332+71.3% |
| Admin fee / account holder | $6,146 | $2,834+116.8% | $3,600+70.7% | $4,645+32.3% |