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 | $114,357 | $85,515+33.7% | $112,040+2.1% | $67,986+68.2% |
| Participation rate | 91.1% | 68.2%+22.9pp | 76.5%+14.6pp | 57.2%+33.9pp |
| Annual return | 20.36% | 29.68%-9.3pp | 24.52%-4.2pp | 31.67%-11.3pp |
| Employer contribution / active EE | $6,720 | $2,191+206.7% | $2,954+127.5% | $2,019+232.9% |
| Participant deferral / active EE | $4,475 | $4,014+11.5% | $5,098-12.2% | $3,358+33.3% |
| Admin fee / account holder | $3,434 | $3,774-9.0% | $12,098-71.6% | $3,203+7.2% |