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 | $60,892+57.6% | $82,389+16.4% | $84,808+13.1% |
| Participation rate | 79.5% | 63.3%+16.3pp | 69.5%+10.0pp | 68.3%+11.2pp |
| Annual return | 21.42% | 37.29%-15.9pp | 28.67%-7.3pp | 40.90%-19.5pp |
| Employer contribution / active EE | $5,790 | $1,779+225.4% | $2,517+130.0% | $2,631+120.1% |
| Participant deferral / active EE | $10,627 | $3,179+234.3% | $4,155+155.8% | $4,212+152.3% |
| Admin fee / account holder | $4,091 | $5,467-25.2% | $7,231-43.4% | $7,344-44.3% |