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 | $94,076 | $60,349+55.9% | $74,183+26.8% | $62,891+49.6% |
| Participation rate | 78.8% | 72.7%+6.1pp | 76.6%+2.2pp | 69.3%+9.5pp |
| Annual return | 7.80% | 21.37%-13.6pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,458 | $1,680-13.2% | $2,370-38.5% | $2,281-36.1% |
| Participant deferral / active EE | $3,928 | $2,856+37.5% | $3,550+10.7% | $3,203+22.6% |
| Admin fee / account holder | $1,522 | $4,261-64.3% | $5,586-72.8% | $4,296-64.6% |