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 | $102,671 | $86,929+18.1% | $102,423+0.2% | $80,856+27.0% |
| Participation rate | 88.6% | 72.4%+16.2pp | 76.5%+12.1pp | 67.6%+20.9pp |
| Annual return | 14.26% | 18.88%-4.6pp | 29.32%-15.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,368 | $2,3690% | $3,023-21.7% | $2,755-14.0% |
| Participant deferral / active EE | $5,568 | $4,118+35.2% | $5,053+10.2% | $4,296+29.6% |
| Admin fee / account holder | $6,384 | $8,049-20.7% | $9,451-32.4% | $6,918-7.7% |