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 | $86,902 | $54,541+59.3% | $78,778+10.3% | $70,131+23.9% |
| Participation rate | 81.3% | 60.8%+20.5pp | 69.2%+12.1pp | 69.5%+11.8pp |
| Annual return | 18.05% | 21.07%-3.0pp | 35.62%-17.6pp | 73.14%-55.1pp |
| Employer contribution / active EE | $467 | $1,089-57.1% | $1,986-76.5% | $2,342-80.1% |
| Participant deferral / active EE | $4,347 | $2,210+96.7% | $2,958+46.9% | $3,332+30.5% |
| Admin fee / account holder | $1,745 | $3,709-53.0% | $5,134-66.0% | $4,645-62.4% |