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 | $96,438 | $72,277+33.4% | $101,248-4.8% | $79,858+20.8% |
| Participation rate | 77.6% | 68.5%+9.1pp | 75.8%+1.8pp | 69.6%+8.0pp |
| Annual return | 16.28% | 22.30%-6.0pp | 46.47%-30.2pp | 31.71%-15.4pp |
| Employer contribution / active EE | $2,443 | $2,692-9.2% | $3,660-33.2% | $2,471-1.1% |
| Participant deferral / active EE | $5,665 | $3,282+72.6% | $4,370+29.6% | $3,740+51.5% |
| Admin fee / account holder | $1,258 | $4,400-71.4% | $5,945-78.8% | $5,306-76.3% |