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 | $109,929 | $76,552+43.6% | $123,892-11.3% | $62,891+74.8% |
| Participation rate | 74.1% | 73.0%+1.1pp | 81.4%-7.3pp | 69.3%+4.8pp |
| Annual return | 5.86% | 18.68%-12.8pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $3,565 | $2,883+23.7% | $4,617-22.8% | $2,281+56.3% |
| Participant deferral / active EE | $6,825 | $4,840+41.0% | $5,984+14.1% | $3,203+113.1% |
| Admin fee / account holder | $15,907 | $4,826+229.6% | $8,357+90.3% | $4,296+270.3% |