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 | $87,444 | $73,933+18.3% | $96,683-9.6% | $75,163+16.3% |
| Participation rate | 95.9% | 66.4%+29.5pp | 74.3%+21.6pp | 67.2%+28.7pp |
| Annual return | 18.22% | 26.70%-8.5pp | 35.69%-17.5pp | 160.62%-142.4pp |
| Employer contribution / active EE | $2,029 | $2,928-30.7% | $3,737-45.7% | $2,670-24.0% |
| Participant deferral / active EE | $8,218 | $3,659+124.6% | $4,878+68.5% | $4,125+99.2% |
| Admin fee / account holder | $8,378 | $5,216+60.6% | $6,730+24.5% | $5,651+48.3% |