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 | $94,361 | $76,552+23.3% | $123,892-23.8% | $62,891+50.0% |
| Participation rate | 98.7% | 73.0%+25.7pp | 81.4%+17.3pp | 69.3%+29.4pp |
| Annual return | 10.14% | 18.68%-8.5pp | 47.52%-37.4pp | 20.14%-10.0pp |
| Employer contribution / active EE | $3,478 | $2,883+20.7% | $4,617-24.7% | $2,281+52.5% |
| Participant deferral / active EE | $5,093 | $4,840+5.2% | $5,984-14.9% | $3,203+59.0% |
| Admin fee / account holder | $4,625 | $4,826-4.2% | $8,357-44.7% | $4,296+7.7% |