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 | $91,099 | $60,349+51.0% | $74,183+22.8% | $62,891+44.9% |
| Participation rate | 75.6% | 72.7%+2.8pp | 76.6%-1.1pp | 69.3%+6.2pp |
| Annual return | 9.90% | 21.37%-11.5pp | 17.74%-7.8pp | 20.14%-10.2pp |
| Employer contribution / active EE | $2,763 | $1,680+64.4% | $2,370+16.6% | $2,281+21.1% |
| Participant deferral / active EE | $6,677 | $2,856+133.8% | $3,550+88.1% | $3,203+108.5% |
| Admin fee / account holder | $2,667 | $4,261-37.4% | $5,586-52.3% | $4,296-37.9% |