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 | $110,852 | $80,673+37.4% | $101,326+9.4% | $84,808+30.7% |
| Participation rate | 77.8% | 77.8%0pp | 81.5%-3.7pp | 68.3%+9.5pp |
| Annual return | 18.44% | 38.95%-20.5pp | 36.82%-18.4pp | 40.90%-22.5pp |
| Employer contribution / active EE | $5,104 | $2,698+89.2% | $3,665+39.3% | $2,631+94.0% |
| Participant deferral / active EE | $8,978 | $6,840+31.2% | $7,994+12.3% | $4,212+113.2% |
| Admin fee / account holder | $11,723 | $12,784-8.3% | $11,185+4.8% | $7,344+59.6% |