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 6-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 | $91,226 | $81,460+12.0% | $103,333-11.7% | $80,856+12.8% |
| Participation rate | 81.6% | 66.8%+14.7pp | 74.5%+7.1pp | 67.6%+13.9pp |
| Annual return | 18.18% | 25.55%-7.4pp | 24.88%-6.7pp | 35.59%-17.4pp |
| Employer contribution / active EE | $1,359 | $3,105-56.2% | $3,868-64.9% | $2,755-50.7% |
| Participant deferral / active EE | $7,010 | $3,869+81.2% | $5,057+38.6% | $4,296+63.2% |
| Admin fee / account holder | $3,517 | $6,566-46.4% | $8,355-57.9% | $6,918-49.2% |