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 | $97,134 | $67,606+43.7% | $82,313+18.0% | $70,131+38.5% |
| Participation rate | 81.5% | 72.8%+8.8pp | 76.9%+4.6pp | 69.5%+12.0pp |
| Annual return | 13.81% | 21.57%-7.8pp | 25.88%-12.1pp | 73.14%-59.3pp |
| Employer contribution / active EE | $2,008 | $1,755+14.4% | $2,428-17.3% | $2,342-14.3% |
| Participant deferral / active EE | $3,962 | $2,987+32.6% | $3,706+6.9% | $3,332+18.9% |
| Admin fee / account holder | $4,513 | $4,5120% | $5,608-19.5% | $4,645-2.8% |