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 | $89,522 | $74,927+19.5% | $101,794-12.1% | $84,808+5.6% |
| Participation rate | 80.4% | 61.4%+19.0pp | 69.2%+11.2pp | 68.3%+12.0pp |
| Annual return | 16.37% | 18.70%-2.3pp | 30.53%-14.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,974 | $1,522+95.4% | $2,289+29.9% | $2,631+13.0% |
| Participant deferral / active EE | $7,081 | $3,099+128.5% | $4,084+73.4% | $4,212+68.1% |
| Admin fee / account holder | $10,150 | $6,514+55.8% | $8,777+15.6% | $7,344+38.2% |