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 | $111,864 | $76,552+46.1% | $123,892-9.7% | $62,891+77.9% |
| Participation rate | 96.3% | 73.0%+23.3pp | 81.4%+14.9pp | 69.3%+27.0pp |
| Annual return | 7.02% | 18.68%-11.7pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $771 | $2,883-73.3% | $4,617-83.3% | $2,281-66.2% |
| Participant deferral / active EE | $7,710 | $4,840+59.3% | $5,984+28.8% | $3,203+140.7% |
| Admin fee / account holder | $1,284 | $4,826-73.4% | $8,357-84.6% | $4,296-70.1% |