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 | $86,992 | $72,492+20.0% | $87,100-0.1% | $72,985+19.2% |
| Participation rate | 82.7% | 72.8%+9.9pp | 76.9%+5.8pp | 69.5%+13.2pp |
| Annual return | 24.01% | 24.46%-0.4pp | 28.19%-4.2pp | 81.00%-57.0pp |
| Employer contribution / active EE | $2,427 | $1,894+28.2% | $2,521-3.7% | $2,440-0.5% |
| Participant deferral / active EE | $4,044 | $3,270+23.7% | $4,049-0.1% | $3,607+12.1% |
| Admin fee / account holder | $1,117 | $5,055-77.9% | $7,497-85.1% | $5,124-78.2% |