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 | $97,205 | $54,762+77.5% | $90,281+7.7% | $72,985+33.2% |
| Participation rate | 79.5% | 65.1%+14.3pp | 73.3%+6.2pp | 69.5%+10.0pp |
| Annual return | 20.84% | 30.63%-9.8pp | 78.10%-57.3pp | 81.00%-60.2pp |
| Employer contribution / active EE | $2,196 | $2,092+5.0% | $2,854-23.1% | $2,440-10.0% |
| Participant deferral / active EE | $8,785 | $2,887+204.3% | $3,885+126.1% | $3,607+143.5% |
| Admin fee / account holder | $920 | $3,972-76.8% | $5,351-82.8% | $5,124-82.0% |