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 | $96,656 | $45,035+114.6% | $62,995+53.4% | $70,131+37.8% |
| Participation rate | 73.1% | 69.5%+3.6pp | 74.8%-1.7pp | 69.5%+3.5pp |
| Annual return | 14.99% | 18.76%-3.8pp | 87.57%-72.6pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,928 | $2,051-6.0% | $2,759-30.1% | $2,342-17.7% |
| Participant deferral / active EE | $2,522 | $2,465+2.3% | $3,329-24.2% | $3,332-24.3% |
| Admin fee / account holder | $2,861 | $2,834+0.9% | $3,600-20.5% | $4,645-38.4% |