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 | $87,003 | $63,764+36.4% | $81,930+6.2% | $79,858+8.9% |
| Participation rate | 92.3% | 67.5%+24.8pp | 72.0%+20.3pp | 69.6%+22.7pp |
| Annual return | 16.88% | 22.66%-5.8pp | 29.49%-12.6pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,155 | $1,795-35.7% | $4,310-73.2% | $2,471-53.2% |
| Participant deferral / active EE | $2,581 | $2,780-7.2% | $7,107-63.7% | $3,740-31.0% |
| Admin fee / account holder | $15,869 | $4,426+258.5% | $5,158+207.7% | $5,306+199.1% |