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 | $91,709 | $54,762+67.5% | $90,281+1.6% | $72,985+25.7% |
| Participation rate | 95.7% | 65.1%+30.6pp | 73.3%+22.5pp | 69.5%+26.3pp |
| Annual return | 18.79% | 30.63%-11.8pp | 78.10%-59.3pp | 81.00%-62.2pp |
| Employer contribution / active EE | $1,711 | $2,092-18.2% | $2,854-40.0% | $2,440-29.9% |
| Participant deferral / active EE | $5,814 | $2,887+101.4% | $3,885+49.6% | $3,607+61.2% |
| Admin fee / account holder | $5,261 | $3,972+32.5% | $5,351-1.7% | $5,124+2.7% |