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 | $103,663 | $83,477+24.2% | $125,175-17.2% | $72,985+42.0% |
| Participation rate | 97.2% | 73.3%+23.9pp | 79.8%+17.4pp | 69.5%+27.7pp |
| Annual return | 22.20% | 25.78%-3.6pp | 43.79%-21.6pp | 81.00%-58.8pp |
| Employer contribution / active EE | $5,042 | $2,345+115.0% | $3,865+30.4% | $2,440+106.6% |
| Participant deferral / active EE | $3,366 | $3,585-6.1% | $4,937-31.8% | $3,607-6.7% |
| Admin fee / account holder | $9,460 | $5,517+71.5% | $9,702-2.5% | $5,124+84.6% |