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 | $98,757 | $59,839+65.0% | $81,983+20.5% | $79,858+23.7% |
| Participation rate | 84.4% | 61.6%+22.8pp | 69.2%+15.2pp | 69.6%+14.8pp |
| Annual return | 26.77% | 17.56%+9.2pp | 41.31%-14.5pp | 31.71%-4.9pp |
| Employer contribution / active EE | $1,646 | $1,713-3.9% | $2,498-34.1% | $2,471-33.4% |
| Participant deferral / active EE | $3,607 | $2,695+33.8% | $3,722-3.1% | $3,740-3.6% |
| Admin fee / account holder | $4,985 | $4,287+16.3% | $5,664-12.0% | $5,306-6.1% |