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 | $98,833 | $54,541+81.2% | $78,778+25.5% | $70,131+40.9% |
| Participation rate | 73.1% | 60.8%+12.3pp | 69.2%+3.9pp | 69.5%+3.5pp |
| Annual return | 16.34% | 21.07%-4.7pp | 35.62%-19.3pp | 73.14%-56.8pp |
| Employer contribution / active EE | $2,375 | $1,089+118.2% | $1,986+19.6% | $2,342+1.4% |
| Participant deferral / active EE | $5,345 | $2,210+141.8% | $2,958+80.7% | $3,332+60.4% |
| Admin fee / account holder | $3,046 | $3,709-17.9% | $5,134-40.7% | $4,645-34.4% |