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 | $116,121 | $101,724+14.2% | $164,813-29.5% | $80,856+43.6% |
| Participation rate | 71.4% | 71.8%-0.4pp | 78.6%-7.2pp | 67.6%+3.8pp |
| Annual return | 16.37% | 16.72%-0.3pp | 69.93%-53.6pp | 35.59%-19.2pp |
| Employer contribution / active EE | $3,283 | $2,953+11.2% | $4,341-24.4% | $2,755+19.2% |
| Participant deferral / active EE | $7,179 | $4,477+60.4% | $6,031+19.0% | $4,296+67.1% |
| Admin fee / account holder | $11,185 | $8,227+36.0% | $12,690-11.9% | $6,918+61.7% |