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 | $92,452 | $83,477+10.8% | $125,175-26.1% | $72,985+26.7% |
| Participation rate | 79.5% | 73.3%+6.2pp | 79.8%-0.3pp | 69.5%+10.0pp |
| Annual return | 18.37% | 25.78%-7.4pp | 43.79%-25.4pp | 81.00%-62.6pp |
| Employer contribution / active EE | $5,053 | $2,345+115.4% | $3,865+30.7% | $2,440+107.1% |
| Participant deferral / active EE | $7,449 | $3,585+107.8% | $4,937+50.9% | $3,607+106.5% |
| Admin fee / account holder | $12,680 | $5,517+129.8% | $9,702+30.7% | $5,124+147.4% |