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 | $87,698 | $54,541+60.8% | $78,778+11.3% | $70,131+25.0% |
| Participation rate | 81.3% | 60.8%+20.5pp | 69.2%+12.1pp | 69.5%+11.7pp |
| Annual return | 18.08% | 21.07%-3.0pp | 35.62%-17.5pp | 73.14%-55.1pp |
| Employer contribution / active EE | $1,769 | $1,089+62.5% | $1,986-10.9% | $2,342-24.5% |
| Participant deferral / active EE | $3,206 | $2,210+45.0% | $2,958+8.4% | $3,332-3.8% |
| Admin fee / account holder | $1,555 | $3,709-58.1% | $5,134-69.7% | $4,645-66.5% |