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 | $84,781 | $58,512+44.9% | $84,015+0.9% | $72,985+16.2% |
| Participation rate | 84.3% | 61.2%+23.1pp | 69.0%+15.3pp | 69.5%+14.8pp |
| Annual return | 26.16% | 28.93%-2.8pp | 71.31%-45.2pp | 81.00%-54.8pp |
| Employer contribution / active EE | $1,629 | $1,163+40.0% | $1,983-17.9% | $2,440-33.2% |
| Participant deferral / active EE | $3,678 | $2,394+53.7% | $3,239+13.6% | $3,607+2.0% |
| Admin fee / account holder | $3,452 | $4,569-24.4% | $6,101-43.4% | $5,124-32.6% |