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 | $84,557 | $58,512+44.5% | $84,015+0.6% | $72,985+15.9% |
| Participation rate | 98.6% | 61.2%+37.3pp | 69.0%+29.6pp | 69.5%+29.1pp |
| Annual return | 23.82% | 28.93%-5.1pp | 71.31%-47.5pp | 81.00%-57.2pp |
| Employer contribution / active EE | $2,905 | $1,163+149.8% | $1,983+46.4% | $2,440+19.1% |
| Participant deferral / active EE | $5,105 | $2,394+113.3% | $3,239+57.6% | $3,607+41.5% |
| Admin fee / account holder | $2,016 | $4,569-55.9% | $6,101-67.0% | $5,124-60.7% |