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 | $82,047 | $58,512+40.2% | $84,015-2.3% | $72,985+12.4% |
| Participation rate | 71.4% | 61.2%+10.2pp | 69.0%+2.4pp | 69.5%+1.9pp |
| Annual return | 18.76% | 28.93%-10.2pp | 71.31%-52.6pp | 81.00%-62.2pp |
| Employer contribution / active EE | $1,711 | $1,163+47.1% | $1,983-13.7% | $2,440-29.9% |
| Participant deferral / active EE | $2,227 | $2,394-7.0% | $3,239-31.2% | $3,607-38.3% |
| Admin fee / account holder | $9,268 | $4,569+102.9% | $6,101+51.9% | $5,124+80.9% |