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 | $88,508 | $56,897+55.6% | $84,750+4.4% | $62,891+40.7% |
| Participation rate | 86.3% | 68.5%+17.7pp | 76.6%+9.7pp | 69.3%+17.0pp |
| Annual return | 7.53% | 6.30%+1.2pp | 22.78%-15.3pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,195 | $2,400-50.2% | $3,574-66.6% | $2,281-47.6% |
| Participant deferral / active EE | $4,254 | $2,709+57.0% | $3,712+14.6% | $3,203+32.8% |
| Admin fee / account holder | $1,498 | $3,581-58.2% | $5,332-71.9% | $4,296-65.1% |