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 | $85,146 | $48,076+77.1% | $78,689+8.2% | $62,891+35.4% |
| Participation rate | 81.1% | 65.2%+15.9pp | 73.6%+7.5pp | 69.3%+11.8pp |
| Annual return | 5.59% | 31.35%-25.8pp | 62.18%-56.6pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,107 | $2,015-45.1% | $2,851-61.2% | $2,281-51.5% |
| Participant deferral / active EE | $3,404 | $2,588+31.5% | $3,517-3.2% | $3,203+6.3% |
| Admin fee / account holder | $4,669 | $3,207+45.6% | $4,510+3.5% | $4,296+8.7% |