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 8-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 | $109,418 | $86,929+25.9% | $102,423+6.8% | $80,856+35.3% |
| Participation rate | 75.6% | 72.4%+3.3pp | 76.5%-0.8pp | 67.6%+8.0pp |
| Annual return | 21.24% | 18.88%+2.4pp | 29.32%-8.1pp | 35.59%-14.4pp |
| Employer contribution / active EE | $1,109 | $2,369-53.2% | $3,023-63.3% | $2,755-59.7% |
| Participant deferral / active EE | $4,760 | $4,118+15.6% | $5,053-5.8% | $4,296+10.8% |
| Admin fee / account holder | $48,766 | $8,049+505.9% | $9,451+416.0% | $6,918+604.9% |