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 | $81,532 | $59,839+36.3% | $81,983-0.6% | $79,858+2.1% |
| Participation rate | 86.7% | 61.6%+25.0pp | 69.2%+17.4pp | 69.6%+17.0pp |
| Annual return | 16.41% | 17.56%-1.1pp | 41.31%-24.9pp | 31.71%-15.3pp |
| Employer contribution / active EE | $3,222 | $1,713+88.0% | $2,498+29.0% | $2,471+30.4% |
| Participant deferral / active EE | $6,740 | $2,695+150.1% | $3,722+81.1% | $3,740+80.2% |
| Admin fee / account holder | $907 | $4,287-78.8% | $5,664-84.0% | $5,306-82.9% |