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 | $72,422 | $53,018+36.6% | $70,014+3.4% | $62,891+15.2% |
| Participation rate | 82.6% | 67.2%+15.4pp | 71.8%+10.8pp | 69.3%+13.3pp |
| Annual return | 6.24% | 13.35%-7.1pp | 12.99%-6.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $2,052 | $1,799+14.1% | $2,338-12.2% | $2,281-10.0% |
| Participant deferral / active EE | $3,766 | $2,395+57.2% | $2,931+28.5% | $3,203+17.6% |
| Admin fee / account holder | $2,586 | $3,690-29.9% | $4,380-41.0% | $4,296-39.8% |