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 | $67,964 | $39,122+73.7% | $57,179+18.9% | $62,891+8.1% |
| Participation rate | 74.0% | 70.5%+3.5pp | 75.3%-1.3pp | 69.3%+4.7pp |
| Annual return | 6.11% | 9.23%-3.1pp | 14.59%-8.5pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,577 | $1,874+37.5% | $2,682-3.9% | $2,281+13.0% |
| Participant deferral / active EE | $4,005 | $2,374+68.7% | $3,096+29.4% | $3,203+25.0% |
| Admin fee / account holder | $2,153 | $2,592-16.9% | $3,139-31.4% | $4,296-49.9% |