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 | $78,877 | $60,349+30.7% | $74,183+6.3% | $62,891+25.4% |
| Participation rate | 92.5% | 72.7%+19.7pp | 76.6%+15.8pp | 69.3%+23.1pp |
| Annual return | 9.92% | 21.37%-11.5pp | 17.74%-7.8pp | 20.14%-10.2pp |
| Employer contribution / active EE | $1,790 | $1,680+6.5% | $2,370-24.5% | $2,281-21.5% |
| Participant deferral / active EE | $3,640 | $2,856+27.4% | $3,550+2.5% | $3,203+13.6% |
| Admin fee / account holder | $5,558 | $4,261+30.4% | $5,586-0.5% | $4,296+29.4% |