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 | $97,575 | $80,717+20.9% | $154,803-37.0% | $84,808+15.1% |
| Participation rate | 93.9% | 66.8%+27.1pp | 78.1%+15.9pp | 68.3%+25.6pp |
| Annual return | 17.62% | 37.96%-20.3pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $3,183 | $2,761+15.3% | $4,305-26.1% | $2,631+21.0% |
| Participant deferral / active EE | $5,106 | $3,303+54.6% | $5,540-7.8% | $4,212+21.2% |
| Admin fee / account holder | $5,099 | $6,746-24.4% | $14,329-64.4% | $7,344-30.6% |