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 | $91,350 | $67,606+35.1% | $82,313+11.0% | $70,131+30.3% |
| Participation rate | 97.5% | 72.8%+24.7pp | 76.9%+20.6pp | 69.5%+27.9pp |
| Annual return | 12.99% | 21.57%-8.6pp | 25.88%-12.9pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,763 | $1,755+0.5% | $2,428-27.4% | $2,342-24.7% |
| Participant deferral / active EE | $3,976 | $2,987+33.1% | $3,706+7.3% | $3,332+19.3% |
| Admin fee / account holder | $1,866 | $4,512-58.7% | $5,608-66.7% | $4,645-59.8% |