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 | $86,374 | $48,364+78.6% | $71,796+20.3% | $62,891+37.3% |
| Participation rate | 85.0% | 60.6%+24.4pp | 69.1%+15.9pp | 69.3%+15.7pp |
| Annual return | 8.31% | 13.16%-4.9pp | 78.04%-69.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,925 | $1,042+84.7% | $1,9240% | $2,281-15.6% |
| Participant deferral / active EE | $4,140 | $2,091+98.0% | $2,794+48.1% | $3,203+29.3% |
| Admin fee / account holder | $2,904 | $3,771-23.0% | $4,815-39.7% | $4,296-32.4% |