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 | $104,114 | $91,407+13.9% | $135,903-23.4% | $71,457+45.7% |
| Participation rate | 90.5% | 75.7%+14.9pp | 81.9%+8.6pp | 67.9%+22.6pp |
| Annual return | 17.81% | 29.90%-12.1pp | 68.23%-50.4pp | 28.85%-11.0pp |
| Employer contribution / active EE | $3,704 | $3,7030% | $4,856-23.7% | $2,588+43.2% |
| Participant deferral / active EE | $9,598 | $7,092+35.3% | $7,758+23.7% | $4,289+123.8% |
| Admin fee / account holder | $2,233 | $1,266+76.4% | $10,762-79.3% | $1,587+40.7% |