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 | $92,856 | $81,460+14.0% | $103,333-10.1% | $80,856+14.8% |
| Participation rate | 76.0% | 66.8%+9.2pp | 74.5%+1.5pp | 67.6%+8.4pp |
| Annual return | 17.75% | 25.55%-7.8pp | 24.88%-7.1pp | 35.59%-17.8pp |
| Employer contribution / active EE | $3,183 | $3,105+2.5% | $3,868-17.7% | $2,755+15.5% |
| Participant deferral / active EE | $6,661 | $3,869+72.2% | $5,057+31.7% | $4,296+55.1% |
| Admin fee / account holder | $13,626 | $6,566+107.5% | $8,355+63.1% | $6,918+97.0% |