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 | $84,782 | $58,512+44.9% | $84,015+0.9% | $72,985+16.2% |
| Participation rate | 97.7% | 61.2%+36.5pp | 69.0%+28.7pp | 69.5%+28.2pp |
| Annual return | 19.64% | 28.93%-9.3pp | 71.31%-51.7pp | 81.00%-61.4pp |
| Employer contribution / active EE | $1,157 | $1,163-0.5% | $1,983-41.6% | $2,440-52.6% |
| Participant deferral / active EE | $4,623 | $2,394+93.1% | $3,239+42.7% | $3,607+28.2% |
| Admin fee / account holder | $14,598 | $4,569+219.5% | $6,101+139.3% | $5,124+184.9% |