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 | $95,983 | $78,672+22.0% | $109,143-12.1% | $85,850+11.8% |
| Participation rate | 85.3% | 68.3%+17.0pp | 75.9%+9.4pp | 69.3%+16.0pp |
| Annual return | 14.21% | 25.09%-10.9pp | 25.75%-11.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,795 | $2,735-34.4% | $3,722-51.8% | $2,565-30.0% |
| Participant deferral / active EE | $3,244 | $3,467-6.5% | $4,653-30.3% | $3,952-17.9% |
| Admin fee / account holder | $2,213 | $5,469-59.5% | $6,752-67.2% | $6,260-64.6% |