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 | $94,949 | $54,762+73.4% | $90,281+5.2% | $72,985+30.1% |
| Participation rate | 88.9% | 65.1%+23.7pp | 73.3%+15.6pp | 69.5%+19.4pp |
| Annual return | 22.47% | 30.63%-8.2pp | 78.10%-55.6pp | 81.00%-58.5pp |
| Employer contribution / active EE | $8,229 | $2,092+293.3% | $2,854+188.3% | $2,440+237.3% |
| Participant deferral / active EE | $6,442 | $2,887+123.1% | $3,885+65.8% | $3,607+78.6% |
| Admin fee / account holder | $4,840 | $3,972+21.9% | $5,351-9.6% | $5,124-5.5% |