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 | $86,601 | $58,512+48.0% | $84,015+3.1% | $72,985+18.7% |
| Participation rate | 70.6% | 61.2%+9.4pp | 69.0%+1.6pp | 69.5%+1.1pp |
| Annual return | 23.22% | 28.93%-5.7pp | 71.31%-48.1pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,564 | $1,163+34.5% | $1,983-21.1% | $2,440-35.9% |
| Participant deferral / active EE | $2,765 | $2,394+15.5% | $3,239-14.6% | $3,607-23.4% |
| Admin fee / account holder | $3,054 | $4,569-33.2% | $6,101-49.9% | $5,124-40.4% |