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 | $115,627 | $76,552+51.0% | $123,892-6.7% | $62,891+83.9% |
| Participation rate | 78.9% | 73.0%+6.0pp | 81.4%-2.5pp | 69.3%+9.6pp |
| Annual return | 10.68% | 18.68%-8.0pp | 47.52%-36.8pp | 20.14%-9.5pp |
| Employer contribution / active EE | $3,044 | $2,883+5.6% | $4,617-34.1% | $2,281+33.4% |
| Participant deferral / active EE | $6,398 | $4,840+32.2% | $5,984+6.9% | $3,203+99.8% |
| Admin fee / account holder | $4,982 | $4,826+3.2% | $8,357-40.4% | $4,296+16.0% |