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 | $78,369 | $49,227+59.2% | $70,449+11.2% | $79,858-1.9% |
| Participation rate | 81.8% | 69.2%+12.6pp | 75.1%+6.8pp | 69.6%+12.2pp |
| Annual return | 16.46% | 30.06%-13.6pp | 109.03%-92.6pp | 31.71%-15.3pp |
| Employer contribution / active EE | $2,198 | $2,099+4.7% | $2,737-19.7% | $2,471-11.0% |
| Participant deferral / active EE | $3,678 | $2,768+32.9% | $3,709-0.8% | $3,740-1.7% |
| Admin fee / account holder | $15,825 | $2,878+449.8% | $3,845+311.5% | $5,306+198.2% |