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 | $95,052 | $67,606+40.6% | $82,313+15.5% | $70,131+35.5% |
| Participation rate | 78.1% | 72.8%+5.4pp | 76.9%+1.2pp | 69.5%+8.6pp |
| Annual return | 14.23% | 21.57%-7.3pp | 25.88%-11.6pp | 73.14%-58.9pp |
| Employer contribution / active EE | $2,944 | $1,755+67.8% | $2,428+21.3% | $2,342+25.7% |
| Participant deferral / active EE | $5,817 | $2,987+94.7% | $3,706+57.0% | $3,332+74.6% |
| Admin fee / account holder | $1,984 | $4,512-56.0% | $5,608-64.6% | $4,645-57.3% |