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 | $114,847 | $58,512+96.3% | $84,015+36.7% | $72,985+57.4% |
| Participation rate | 71.4% | 61.2%+10.2pp | 69.0%+2.4pp | 69.5%+1.9pp |
| Annual return | 26.81% | 28.93%-2.1pp | 71.31%-44.5pp | 81.00%-54.2pp |
| Employer contribution / active EE | $2,540 | $1,163+118.4% | $1,983+28.1% | $2,440+4.1% |
| Participant deferral / active EE | $4,026 | $2,394+68.2% | $3,239+24.3% | $3,607+11.6% |
| Admin fee / account holder | $2,523 | $4,569-44.8% | $6,101-58.6% | $5,124-50.8% |