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 | $96,660 | $80,717+19.8% | $154,803-37.6% | $84,808+14.0% |
| Participation rate | 87.5% | 66.8%+20.7pp | 78.1%+9.4pp | 68.3%+19.2pp |
| Annual return | 19.08% | 37.96%-18.9pp | 58.88%-39.8pp | 40.90%-21.8pp |
| Employer contribution / active EE | $5,483 | $2,761+98.6% | $4,305+27.3% | $2,631+108.4% |
| Participant deferral / active EE | $5,473 | $3,303+65.7% | $5,540-1.2% | $4,212+29.9% |
| Admin fee / account holder | $4,316 | $6,746-36.0% | $14,329-69.9% | $7,344-41.2% |