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 | $90,845 | $60,892+49.2% | $82,389+10.3% | $84,808+7.1% |
| Participation rate | 86.0% | 63.3%+22.7pp | 69.5%+16.5pp | 68.3%+17.7pp |
| Annual return | 15.47% | 37.29%-21.8pp | 28.67%-13.2pp | 40.90%-25.4pp |
| Employer contribution / active EE | $5,515 | $1,779+210.0% | $2,517+119.1% | $2,631+109.6% |
| Participant deferral / active EE | $1,835 | $3,179-42.3% | $4,155-55.8% | $4,212-56.4% |
| Admin fee / account holder | $6,821 | $5,467+24.8% | $7,231-5.7% | $7,344-7.1% |