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 | $140,963 | $86,929+62.2% | $102,423+37.6% | $80,856+74.3% |
| Participation rate | 77.2% | 72.4%+4.8pp | 76.5%+0.7pp | 67.6%+9.6pp |
| Annual return | 18.99% | 18.88%+0.1pp | 29.32%-10.3pp | 35.59%-16.6pp |
| Employer contribution / active EE | $2,493 | $2,369+5.2% | $3,023-17.6% | $2,755-9.5% |
| Participant deferral / active EE | $6,320 | $4,118+53.5% | $5,053+25.1% | $4,296+47.1% |
| Admin fee / account holder | $6,972 | $8,049-13.4% | $9,451-26.2% | $6,918+0.8% |