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 | $81,500 | $45,035+81.0% | $62,995+29.4% | $70,131+16.2% |
| Participation rate | 94.8% | 69.5%+25.3pp | 74.8%+20.0pp | 69.5%+25.3pp |
| Annual return | 17.34% | 18.76%-1.4pp | 87.57%-70.2pp | 73.14%-55.8pp |
| Employer contribution / active EE | $1,328 | $2,051-35.3% | $2,759-51.9% | $2,342-43.3% |
| Participant deferral / active EE | $5,280 | $2,465+114.2% | $3,329+58.6% | $3,332+58.5% |
| Admin fee / account holder | $7,083 | $2,834+149.9% | $3,600+96.7% | $4,645+52.5% |