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 | $133,237 | $74,927+77.8% | $101,794+30.9% | $84,808+57.1% |
| Participation rate | 80.6% | 61.4%+19.2pp | 69.2%+11.5pp | 68.3%+12.3pp |
| Annual return | 12.74% | 18.70%-6.0pp | 30.53%-17.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $3,060 | $1,522+101.1% | $2,289+33.7% | $2,631+16.3% |
| Participant deferral / active EE | $6,330 | $3,099+104.3% | $4,084+55.0% | $4,212+50.3% |
| Admin fee / account holder | $3,359 | $6,514-48.4% | $8,777-61.7% | $7,344-54.3% |