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 | $106,873 | $67,606+58.1% | $82,313+29.8% | $70,131+52.4% |
| Participation rate | 89.3% | 72.8%+16.5pp | 76.9%+12.4pp | 69.5%+19.7pp |
| Annual return | 17.48% | 21.57%-4.1pp | 25.88%-8.4pp | 73.14%-55.7pp |
| Employer contribution / active EE | $2,109 | $1,755+20.2% | $2,428-13.2% | $2,342-10.0% |
| Participant deferral / active EE | $4,924 | $2,987+64.9% | $3,706+32.9% | $3,332+47.8% |
| Admin fee / account holder | $447 | $4,512-90.1% | $5,608-92.0% | $4,645-90.4% |