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 | $104,529 | $85,515+22.2% | $112,040-6.7% | $67,986+53.8% |
| Participation rate | 71.2% | 68.2%+3.0pp | 76.5%-5.3pp | 57.2%+14.0pp |
| Annual return | 26.16% | 29.68%-3.5pp | 24.52%+1.6pp | 31.67%-5.5pp |
| Employer contribution / active EE | $2,425 | $2,191+10.7% | $2,954-17.9% | $2,019+20.1% |
| Participant deferral / active EE | $6,890 | $4,014+71.6% | $5,098+35.2% | $3,358+105.2% |
| Admin fee / account holder | $7,524 | $3,774+99.4% | $12,098-37.8% | $3,203+134.9% |