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 | $97,851 | $43,075+127.2% | $74,583+31.2% | $62,891+55.6% |
| Participation rate | 74.3% | 58.1%+16.2pp | 68.1%+6.2pp | 69.3%+5.0pp |
| Annual return | 6.27% | 17.50%-11.2pp | 20.47%-14.2pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,579 | $1,498+5.4% | $2,525-37.5% | $2,281-30.8% |
| Participant deferral / active EE | $2,108 | $2,389-11.8% | $3,458-39.0% | $3,203-34.2% |
| Admin fee / account holder | $2,608 | $2,840-8.2% | $4,138-37.0% | $4,296-39.3% |