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 | $78,687 | $95,453-17.6% | $112,040-29.8% | $82,448-4.6% |
| Participation rate | 94.2% | 72.8%+21.5pp | 76.5%+17.7pp | 68.1%+26.2pp |
| Annual return | 16.31% | 23.92%-7.6pp | 24.52%-8.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $4,266 | $2,318+84.1% | $2,954+44.4% | $2,551+67.2% |
| Participant deferral / active EE | $5,035 | $4,224+19.2% | $5,098-1.2% | $4,139+21.6% |
| Admin fee / account holder | $9,234 | $9,013+2.4% | $12,098-23.7% | $7,234+27.6% |