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 | $85,081 | $52,580+61.8% | $71,671+18.7% | $70,131+21.3% |
| Participation rate | 88.9% | 60.9%+28.0pp | 68.7%+20.1pp | 69.5%+19.3pp |
| Annual return | 12.91% | 20.25%-7.3pp | 20.65%-7.7pp | 73.14%-60.2pp |
| Employer contribution / active EE | $3,040 | $1,616+88.1% | $2,460+23.6% | $2,342+29.8% |
| Participant deferral / active EE | $4,393 | $2,386+84.1% | $3,438+27.8% | $3,332+31.9% |
| Admin fee / account holder | $8,748 | $3,653+139.5% | $5,558+57.4% | $4,645+88.3% |