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 | $90,273 | $59,839+50.9% | $81,983+10.1% | $79,858+13.0% |
| Participation rate | 77.8% | 61.6%+16.2pp | 69.2%+8.5pp | 69.6%+8.1pp |
| Annual return | 12.68% | 17.56%-4.9pp | 41.31%-28.6pp | 31.71%-19.0pp |
| Employer contribution / active EE | $763 | $1,713-55.5% | $2,498-69.4% | $2,471-69.1% |
| Participant deferral / active EE | $6,197 | $2,695+129.9% | $3,722+66.5% | $3,740+65.7% |
| Admin fee / account holder | $5,467 | $4,287+27.5% | $5,664-3.5% | $5,306+3.0% |