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 | $93,597 | $73,933+26.6% | $96,683-3.2% | $75,163+24.5% |
| Participation rate | 91.9% | 66.4%+25.5pp | 74.3%+17.5pp | 67.2%+24.7pp |
| Annual return | 14.80% | 26.70%-11.9pp | 35.69%-20.9pp | 160.62%-145.8pp |
| Employer contribution / active EE | $3,776 | $2,928+29.0% | $3,737+1.1% | $2,670+41.4% |
| Participant deferral / active EE | $7,259 | $3,659+98.4% | $4,878+48.8% | $4,125+76.0% |
| Admin fee / account holder | $1,817 | $5,216-65.2% | $6,730-73.0% | $5,651-67.8% |