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 | $95,939 | $58,627+63.6% | $76,735+25.0% | $82,448+16.4% |
| Participation rate | 79.5% | 63.2%+16.3pp | 69.5%+10.0pp | 68.1%+11.5pp |
| Annual return | 21.42% | 39.10%-17.7pp | 29.77%-8.4pp | 41.64%-20.2pp |
| Employer contribution / active EE | $5,790 | $1,729+234.8% | $2,454+135.9% | $2,551+127.0% |
| Participant deferral / active EE | $10,627 | $3,134+239.1% | $4,088+160.0% | $4,139+156.7% |
| Admin fee / account holder | $4,091 | $5,323-23.1% | $7,189-43.1% | $7,234-43.4% |