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 | $102,050 | $54,762+86.4% | $90,281+13.0% | $72,985+39.8% |
| Participation rate | 93.1% | 65.1%+28.0pp | 73.3%+19.8pp | 69.5%+23.6pp |
| Annual return | 22.78% | 30.63%-7.9pp | 78.10%-55.3pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,821 | $2,092-13.0% | $2,854-36.2% | $2,440-25.4% |
| Participant deferral / active EE | $5,145 | $2,887+78.2% | $3,885+32.4% | $3,607+42.6% |
| Admin fee / account holder | $2,504 | $3,972-37.0% | $5,351-53.2% | $5,124-51.1% |