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 | $125,498 | $109,359+14.8% | $162,163-22.6% | $72,985+72.0% |
| Participation rate | 96.2% | 84.3%+11.9pp | 87.6%+8.6pp | 69.5%+26.7pp |
| Annual return | 25.74% | 25.46%+0.3pp | 115.59%-89.9pp | 81.00%-55.3pp |
| Employer contribution / active EE | $3,081 | $3,907-21.1% | $5,614-45.1% | $2,440+26.3% |
| Participant deferral / active EE | $4,920 | $5,481-10.2% | $7,298-32.6% | $3,607+36.4% |
| Admin fee / account holder | $10,975 | $7,972+37.7% | $10,843+1.2% | $5,124+114.2% |