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 | $93,570 | $68,719+36.2% | $91,541+2.2% | $84,808+10.3% |
| Participation rate | 76.7% | 64.5%+12.2pp | 69.8%+7.0pp | 68.3%+8.4pp |
| Annual return | 16.52% | 19.12%-2.6pp | 20.50%-4.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,289 | $1,920+19.2% | $2,505-8.6% | $2,631-13.0% |
| Participant deferral / active EE | $4,885 | $3,136+55.8% | $4,008+21.9% | $4,212+16.0% |
| Admin fee / account holder | $3,514 | $5,786-39.3% | $6,956-49.5% | $7,344-52.2% |