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 | $113,025 | $74,927+50.8% | $101,794+11.0% | $84,808+33.3% |
| Participation rate | 72.4% | 61.4%+11.0pp | 69.2%+3.2pp | 68.3%+4.1pp |
| Annual return | 17.80% | 18.70%-0.9pp | 30.53%-12.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,799 | $1,522+18.2% | $2,289-21.4% | $2,631-31.6% |
| Participant deferral / active EE | $3,123 | $3,099+0.8% | $4,084-23.5% | $4,212-25.9% |
| Admin fee / account holder | $2,504 | $6,514-61.6% | $8,777-71.5% | $7,344-65.9% |