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 | $104,794 | $60,892+72.1% | $82,389+27.2% | $84,808+23.6% |
| Participation rate | 71.4% | 63.3%+8.2pp | 69.5%+1.9pp | 68.3%+3.1pp |
| Annual return | 14.14% | 37.29%-23.1pp | 28.67%-14.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,879 | $1,779+61.8% | $2,517+14.4% | $2,631+9.4% |
| Participant deferral / active EE | $5,688 | $3,179+79.0% | $4,155+36.9% | $4,212+35.1% |
| Admin fee / account holder | $3,274 | $5,467-40.1% | $7,231-54.7% | $7,344-55.4% |