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 | $91,648 | $72,277+26.8% | $101,248-9.5% | $79,858+14.8% |
| Participation rate | 71.9% | 68.5%+3.4pp | 75.8%-3.9pp | 69.6%+2.2pp |
| Annual return | 15.85% | 22.30%-6.4pp | 46.47%-30.6pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,238 | $2,692-54.0% | $3,660-66.2% | $2,471-49.9% |
| Participant deferral / active EE | $3,384 | $3,282+3.1% | $4,370-22.6% | $3,740-9.5% |
| Admin fee / account holder | $1,673 | $4,400-62.0% | $5,945-71.9% | $5,306-68.5% |