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 | $66,446 | $48,076+38.2% | $78,689-15.6% | $62,891+5.7% |
| Participation rate | 75.8% | 65.2%+10.5pp | 73.6%+2.2pp | 69.3%+6.5pp |
| Annual return | 17.91% | 31.35%-13.4pp | 62.18%-44.3pp | 20.14%-2.2pp |
| Employer contribution / active EE | $2,325 | $2,015+15.4% | $2,851-18.4% | $2,281+1.9% |
| Participant deferral / active EE | $4,431 | $2,588+71.2% | $3,517+26.0% | $3,203+38.4% |
| Admin fee / account holder | $3,022 | $3,207-5.8% | $4,510-33.0% | $4,296-29.6% |