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 | $81,577 | $51,708+57.8% | $106,619-23.5% | $62,891+29.7% |
| Participation rate | 90.7% | 66.9%+23.8pp | 78.0%+12.7pp | 69.3%+21.4pp |
| Annual return | 7.84% | 4.69%+3.2pp | 9.42%-1.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,176 | $1,764-33.3% | $3,947-70.2% | $2,281-48.5% |
| Participant deferral / active EE | $3,912 | $2,315+68.9% | $3,930-0.5% | $3,203+22.1% |
| Admin fee / account holder | $1,049 | $3,349-68.7% | $6,418-83.7% | $4,296-75.6% |