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 | $85,141 | $54,762+55.5% | $90,281-5.7% | $72,985+16.7% |
| Participation rate | 97.8% | 65.1%+32.7pp | 73.3%+24.6pp | 69.5%+28.3pp |
| Annual return | 19.96% | 30.63%-10.7pp | 78.10%-58.1pp | 81.00%-61.0pp |
| Employer contribution / active EE | $2,423 | $2,092+15.8% | $2,854-15.1% | $2,440-0.7% |
| Participant deferral / active EE | $5,414 | $2,887+87.5% | $3,885+39.3% | $3,607+50.1% |
| Admin fee / account holder | $1,241 | $3,972-68.8% | $5,351-76.8% | $5,124-75.8% |