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 | $97,151 | $87,841+10.6% | $133,980-27.5% | $62,891+54.5% |
| Participation rate | 94.9% | 83.4%+11.5pp | 87.1%+7.8pp | 69.3%+25.6pp |
| Annual return | 10.26% | 12.05%-1.8pp | 29.30%-19.0pp | 20.14%-9.9pp |
| Employer contribution / active EE | $4,561 | $3,483+31.0% | $5,211-12.5% | $2,281+100.0% |
| Participant deferral / active EE | $11,236 | $4,812+133.5% | $6,282+78.9% | $3,203+250.8% |
| Admin fee / account holder | $4,352 | $5,371-19.0% | $9,324-53.3% | $4,296+1.3% |