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 | $84,761 | $72,492+16.9% | $87,100-2.7% | $72,985+16.1% |
| Participation rate | 95.2% | 72.8%+22.4pp | 76.9%+18.4pp | 69.5%+25.8pp |
| Annual return | 26.25% | 24.46%+1.8pp | 28.19%-1.9pp | 81.00%-54.8pp |
| Employer contribution / active EE | $2,943 | $1,894+55.4% | $2,521+16.7% | $2,440+20.6% |
| Participant deferral / active EE | $4,941 | $3,270+51.1% | $4,049+22.0% | $3,607+37.0% |
| Admin fee / account holder | $1,807 | $5,055-64.2% | $7,497-75.9% | $5,124-64.7% |