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 | $82,577 | $56,277+46.7% | $80,975+2.0% | $62,891+31.3% |
| Participation rate | 84.4% | 69.0%+15.4pp | 75.8%+8.6pp | 69.3%+15.1pp |
| Annual return | 8.45% | 22.12%-13.7pp | 17.10%-8.7pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,922 | $1,943-1.1% | $3,714-48.3% | $2,281-15.7% |
| Participant deferral / active EE | $7,000 | $4,195+66.9% | $5,696+22.9% | $3,203+118.6% |
| Admin fee / account holder | $1,942 | $3,741-48.1% | $5,516-64.8% | $4,296-54.8% |