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 | $81,661 | $45,073+81.2% | $69,455+17.6% | $72,985+11.9% |
| Participation rate | 97.9% | 68.5%+29.4pp | 74.6%+23.3pp | 69.5%+28.4pp |
| Annual return | 21.75% | 22.65%-0.9pp | 28.97%-7.2pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,435 | $2,054-30.1% | $2,779-48.4% | $2,440-41.2% |
| Participant deferral / active EE | $3,267 | $2,602+25.6% | $3,535-7.6% | $3,607-9.4% |
| Admin fee / account holder | $4,902 | $3,056+60.4% | $3,839+27.7% | $5,124-4.3% |