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 | $126,495 | $67,606+87.1% | $82,313+53.7% | $70,131+80.4% |
| Participation rate | 86.2% | 72.8%+13.4pp | 76.9%+9.3pp | 69.5%+16.7pp |
| Annual return | 27.27% | 21.57%+5.7pp | 25.88%+1.4pp | 73.14%-45.9pp |
| Employer contribution / active EE | $1,848 | $1,755+5.3% | $2,428-23.9% | $2,342-21.1% |
| Participant deferral / active EE | $4,425 | $2,987+48.2% | $3,706+19.4% | $3,332+32.8% |
| Admin fee / account holder | $2,000 | $4,512-55.7% | $5,608-64.3% | $4,645-56.9% |