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 | $88,983 | $46,869+89.9% | $122,332-27.3% | $70,131+26.9% |
| Participation rate | 86.4% | 58.2%+28.2pp | 71.6%+14.7pp | 69.5%+16.8pp |
| Annual return | 15.61% | 24.22%-8.6pp | 30.27%-14.7pp | 73.14%-57.5pp |
| Employer contribution / active EE | $3,879 | $1,288+201.2% | $4,050-4.2% | $2,342+65.6% |
| Participant deferral / active EE | $3,709 | $2,166+71.2% | $3,287+12.8% | $3,332+11.3% |
| Admin fee / account holder | $765 | $3,322-77.0% | $5,478-86.0% | $4,645-83.5% |