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 | $77,668 | $39,122+98.5% | $57,179+35.8% | $62,891+23.5% |
| Participation rate | 76.7% | 70.5%+6.2pp | 75.3%+1.3pp | 69.3%+7.4pp |
| Annual return | 8.04% | 9.23%-1.2pp | 14.59%-6.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,225 | $1,874-34.7% | $2,682-54.3% | $2,281-46.3% |
| Participant deferral / active EE | $2,486 | $2,374+4.7% | $3,096-19.7% | $3,203-22.4% |
| Admin fee / account holder | $1,189 | $2,592-54.1% | $3,139-62.1% | $4,296-72.3% |