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 | $79,698 | $56,897+40.1% | $84,750-6.0% | $62,891+26.7% |
| Participation rate | 83.9% | 68.5%+15.3pp | 76.6%+7.3pp | 69.3%+14.6pp |
| Annual return | 6.60% | 6.30%+0.3pp | 22.78%-16.2pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,089 | $2,400-13.0% | $3,574-41.6% | $2,281-8.4% |
| Participant deferral / active EE | $5,372 | $2,709+98.3% | $3,712+44.7% | $3,203+67.7% |
| Admin fee / account holder | $482 | $3,581-86.5% | $5,332-91.0% | $4,296-88.8% |