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 | $98,123 | $60,349+62.6% | $74,183+32.3% | $62,891+56.0% |
| Participation rate | 83.8% | 72.7%+11.1pp | 76.6%+7.2pp | 69.3%+14.5pp |
| Annual return | 7.10% | 21.37%-14.3pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,677 | $1,680-0.2% | $2,370-29.2% | $2,281-26.5% |
| Participant deferral / active EE | $2,118 | $2,856-25.8% | $3,550-40.3% | $3,203-33.9% |
| Admin fee / account holder | $4,834 | $4,261+13.5% | $5,586-13.5% | $4,296+12.5% |