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 | $102,752 | $101,724+1.0% | $164,813-37.7% | $80,856+27.1% |
| Participation rate | 93.2% | 71.8%+21.3pp | 78.6%+14.5pp | 67.6%+25.5pp |
| Annual return | 11.76% | 16.72%-5.0pp | 69.93%-58.2pp | 35.59%-23.8pp |
| Employer contribution / active EE | $7,302 | $2,953+147.2% | $4,341+68.2% | $2,755+165.0% |
| Participant deferral / active EE | $7,504 | $4,477+67.6% | $6,031+24.4% | $4,296+74.7% |
| Admin fee / account holder | $49,451 | $8,227+501.1% | $12,690+289.7% | $6,918+614.8% |