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 | $98,644 | $45,035+119.0% | $62,995+56.6% | $70,131+40.7% |
| Participation rate | 77.9% | 69.5%+8.4pp | 74.8%+3.1pp | 69.5%+8.4pp |
| Annual return | 14.15% | 18.76%-4.6pp | 87.57%-73.4pp | 73.14%-59.0pp |
| Employer contribution / active EE | $2,182 | $2,051+6.4% | $2,759-20.9% | $2,342-6.8% |
| Participant deferral / active EE | $2,839 | $2,465+15.2% | $3,329-14.7% | $3,332-14.8% |
| Admin fee / account holder | $5,152 | $2,834+81.8% | $3,600+43.1% | $4,645+10.9% |