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 | $118,232 | $72,492+63.1% | $87,100+35.7% | $72,985+62.0% |
| Participation rate | 85.2% | 72.8%+12.4pp | 76.9%+8.3pp | 69.5%+15.7pp |
| Annual return | 23.05% | 24.46%-1.4pp | 28.19%-5.1pp | 81.00%-57.9pp |
| Employer contribution / active EE | $2,103 | $1,894+11.1% | $2,521-16.6% | $2,440-13.8% |
| Participant deferral / active EE | $3,496 | $3,270+6.9% | $4,049-13.6% | $3,607-3.1% |
| Admin fee / account holder | $953 | $5,055-81.1% | $7,497-87.3% | $5,124-81.4% |