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 | $107,628 | $54,762+96.5% | $90,281+19.2% | $72,985+47.5% |
| Participation rate | 77.6% | 65.1%+12.4pp | 73.3%+4.3pp | 69.5%+8.1pp |
| Annual return | 21.52% | 30.63%-9.1pp | 78.10%-56.6pp | 81.00%-59.5pp |
| Employer contribution / active EE | $2,502 | $2,092+19.6% | $2,854-12.3% | $2,440+2.6% |
| Participant deferral / active EE | $3,384 | $2,887+17.2% | $3,885-12.9% | $3,607-6.2% |
| Admin fee / account holder | $2,827 | $3,972-28.8% | $5,351-47.2% | $5,124-44.8% |