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 | $104,661 | $96,956+7.9% | $70,014+49.5% | $273,961-61.8% |
| Participation rate | 83.3% | 77.1%+6.3pp | 71.8%+11.5pp | 83.0%+0.3pp |
| Annual return | 5.77% | 12.93%-7.2pp | 12.99%-7.2pp | 41.45%-35.7pp |
| Employer contribution / active EE | $3,547 | $3,316+7.0% | $2,338+51.7% | $4,869-27.1% |
| Participant deferral / active EE | $9,146 | $3,744+144.3% | $2,931+212.1% | $5,287+73.0% |
| Admin fee / account holder | $789 | $7,934-90.1% | $4,380-82.0% | $10,132-92.2% |