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 | $92,582 | $54,541+69.7% | $78,778+17.5% | $70,131+32.0% |
| Participation rate | 90.5% | 60.8%+29.7pp | 69.2%+21.3pp | 69.5%+20.9pp |
| Annual return | 14.04% | 21.07%-7.0pp | 35.62%-21.6pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,205 | $1,089+10.7% | $1,986-39.3% | $2,342-48.6% |
| Participant deferral / active EE | $2,678 | $2,210+21.2% | $2,958-9.5% | $3,332-19.6% |
| Admin fee / account holder | $4,923 | $3,709+32.7% | $5,134-4.1% | $4,645+6.0% |