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 | $87,912 | $67,606+30.0% | $82,313+6.8% | $70,131+25.4% |
| Participation rate | 86.2% | 72.8%+13.4pp | 76.9%+9.3pp | 69.5%+16.7pp |
| Annual return | 13.37% | 21.57%-8.2pp | 25.88%-12.5pp | 73.14%-59.8pp |
| Employer contribution / active EE | $1,584 | $1,755-9.7% | $2,428-34.8% | $2,342-32.4% |
| Participant deferral / active EE | $4,053 | $2,987+35.7% | $3,706+9.3% | $3,332+21.6% |
| Admin fee / account holder | $505 | $4,512-88.8% | $5,608-91.0% | $4,645-89.1% |