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 | $79,470 | $60,349+31.7% | $74,183+7.1% | $62,891+26.4% |
| Participation rate | 89.2% | 72.7%+16.5pp | 76.6%+12.6pp | 69.3%+19.9pp |
| Annual return | 7.90% | 21.37%-13.5pp | 17.74%-9.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,206 | $1,680-28.2% | $2,370-49.1% | $2,281-47.1% |
| Participant deferral / active EE | $4,441 | $2,856+55.5% | $3,550+25.1% | $3,203+38.6% |
| Admin fee / account holder | $2,492 | $4,261-41.5% | $5,586-55.4% | $4,296-42.0% |