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 | $86,679 | $61,605+40.7% | $112,229-22.8% | $75,163+15.3% |
| Participation rate | 92.0% | 61.7%+30.3pp | 72.4%+19.6pp | 67.2%+24.8pp |
| Annual return | 17.43% | 28.47%-11.0pp | 30.20%-12.8pp | 160.62%-143.2pp |
| Employer contribution / active EE | $3,090 | $2,015+53.3% | $3,430-9.9% | $2,670+15.8% |
| Participant deferral / active EE | $6,834 | $3,108+119.9% | $4,798+42.4% | $4,125+65.7% |
| Admin fee / account holder | $3,440 | $4,862-29.2% | $7,748-55.6% | $5,651-39.1% |