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 | $83,538 | $53,018+57.6% | $70,014+19.3% | $62,891+32.8% |
| Participation rate | 72.5% | 67.2%+5.3pp | 71.8%+0.6pp | 69.3%+3.2pp |
| Annual return | 6.08% | 13.35%-7.3pp | 12.99%-6.9pp | 20.14%-14.1pp |
| Employer contribution / active EE | $807 | $1,799-55.1% | $2,338-65.5% | $2,281-64.6% |
| Participant deferral / active EE | $2,879 | $2,395+20.2% | $2,931-1.8% | $3,203-10.1% |
| Admin fee / account holder | $6,566 | $3,690+78.0% | $4,380+49.9% | $4,296+52.9% |