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 | $142,591 | $58,512+143.7% | $84,015+69.7% | $72,985+95.4% |
| Participation rate | 71.9% | 61.2%+10.6pp | 69.0%+2.9pp | 69.5%+2.4pp |
| Annual return | 32.04% | 28.93%+3.1pp | 71.31%-39.3pp | 81.00%-49.0pp |
| Employer contribution / active EE | $3,304 | $1,163+184.1% | $1,983+66.6% | $2,440+35.4% |
| Participant deferral / active EE | $2,388 | $2,394-0.3% | $3,239-26.3% | $3,607-33.8% |
| Admin fee / account holder | $4,649 | $4,569+1.8% | $6,101-23.8% | $5,124-9.3% |