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 | $83,823 | $56,897+47.3% | $84,750-1.1% | $62,891+33.3% |
| Participation rate | 97.5% | 68.5%+29.0pp | 76.6%+20.9pp | 69.3%+28.2pp |
| Annual return | 7.32% | 6.30%+1.0pp | 22.78%-15.5pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,298 | $2,400-45.9% | $3,574-63.7% | $2,281-43.1% |
| Participant deferral / active EE | $2,231 | $2,709-17.6% | $3,712-39.9% | $3,203-30.3% |
| Admin fee / account holder | $3,920 | $3,581+9.5% | $5,332-26.5% | $4,296-8.7% |