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 | $82,873 | $65,685+26.2% | $57,179+44.9% | $273,961-69.8% |
| Participation rate | 87.5% | 78.3%+9.2pp | 75.3%+12.2pp | 83.0%+4.5pp |
| Annual return | 9.02% | 21.99%-13.0pp | 14.59%-5.6pp | 41.45%-32.4pp |
| Employer contribution / active EE | $2,631 | $3,279-19.7% | $2,682-1.9% | $4,869-46.0% |
| Participant deferral / active EE | $6,537 | $3,782+72.9% | $3,096+111.1% | $5,287+23.6% |
| Admin fee / account holder | $3,580 | $4,835-25.9% | $3,139+14.1% | $10,132-64.7% |