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 | $74,904 | $39,122+91.5% | $57,179+31.0% | $62,891+19.1% |
| Participation rate | 88.9% | 70.5%+18.4pp | 75.3%+13.5pp | 69.3%+19.6pp |
| Annual return | 133.76% | 9.23%+124.5pp | 14.59%+119.2pp | 20.14%+113.6pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,619 | $2,374-31.8% | $3,096-47.7% | $3,203-49.4% |
| Admin fee / account holder | $2,876 | $2,592+10.9% | $3,139-8.4% | $4,296-33.1% |