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 | $78,093 | $54,541+43.2% | $78,778-0.9% | $70,131+11.4% |
| Participation rate | 83.0% | 60.8%+22.2pp | 69.2%+13.8pp | 69.5%+13.5pp |
| Annual return | 17.49% | 21.07%-3.6pp | 35.62%-18.1pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,181 | $1,089+8.5% | $1,986-40.5% | $2,342-49.6% |
| Participant deferral / active EE | $4,015 | $2,210+81.7% | $2,958+35.7% | $3,332+20.5% |
| Admin fee / account holder | $2,470 | $3,709-33.4% | $5,134-51.9% | $4,645-46.8% |