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 | $81,383 | $54,705+48.8% | $71,209+14.3% | $84,808-4.0% |
| Participation rate | 92.7% | 64.1%+28.7pp | 73.8%+19.0pp | 68.3%+24.4pp |
| Annual return | 16.76% | 35.90%-19.1pp | 282.51%-265.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,793 | $2,158+29.5% | $2,721+2.7% | $2,631+6.2% |
| Participant deferral / active EE | $4,994 | $3,030+64.8% | $4,175+19.6% | $4,212+18.6% |
| Admin fee / account holder | $2,705 | $4,863-44.4% | $5,349-49.4% | $7,344-63.2% |