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 | $75,790 | $62,586+21.1% | $76,768-1.3% | $64,186+18.1% |
| Participation rate | 80.8% | 72.8%+8.0pp | 77.0%+3.8pp | 69.6%+11.2pp |
| Annual return | 13.01% | -1.95%+15.0pp | 2.43%+10.6pp | 7.63%+5.4pp |
| Employer contribution / active EE | $3,035 | $1,832+65.7% | $2,485+22.1% | $2,381+27.5% |
| Participant deferral / active EE | $8,457 | $3,145+168.9% | $3,852+119.6% | $3,470+143.8% |
| Admin fee / account holder | $1,923 | $4,667-58.8% | $6,675-71.2% | $4,888-60.7% |