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 | $87,592 | $56,897+53.9% | $84,750+3.4% | $62,891+39.3% |
| Participation rate | 89.7% | 68.5%+21.1pp | 76.6%+13.1pp | 69.3%+20.3pp |
| Annual return | 6.17% | 6.30%-0.1pp | 22.78%-16.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,538 | $2,400+5.8% | $3,574-29.0% | $2,281+11.3% |
| Participant deferral / active EE | $4,117 | $2,709+52.0% | $3,712+10.9% | $3,203+28.5% |
| Admin fee / account holder | $2,032 | $3,581-43.2% | $5,332-61.9% | $4,296-52.7% |