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 | $98,605 | $67,606+45.9% | $82,313+19.8% | $70,131+40.6% |
| Participation rate | 82.6% | 72.8%+9.8pp | 76.9%+5.7pp | 69.5%+13.1pp |
| Annual return | 23.87% | 21.57%+2.3pp | 25.88%-2.0pp | 73.14%-49.3pp |
| Employer contribution / active EE | $1,861 | $1,755+6.1% | $2,428-23.4% | $2,342-20.5% |
| Participant deferral / active EE | $3,919 | $2,987+31.2% | $3,706+5.8% | $3,332+17.6% |
| Admin fee / account holder | $2,107 | $4,512-53.3% | $5,608-62.4% | $4,645-54.6% |