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 | $103,526 | $69,515+48.9% | $86,874+19.2% | $85,850+20.6% |
| Participation rate | 73.2% | 66.3%+6.9pp | 71.6%+1.6pp | 69.3%+3.9pp |
| Annual return | 13.04% | 20.12%-7.1pp | 63.52%-50.5pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,857 | $1,880-1.2% | $2,495-25.6% | $2,565-27.6% |
| Participant deferral / active EE | $5,463 | $2,919+87.1% | $3,699+47.7% | $3,952+38.2% |
| Admin fee / account holder | $5,027 | $5,972-15.8% | $5,828-13.8% | $6,260-19.7% |