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 | $109,066 | $76,050+43.4% | $96,544+13.0% | $71,457+52.6% |
| Participation rate | 94.2% | 74.4%+19.8pp | 76.0%+18.2pp | 67.9%+26.3pp |
| Annual return | 27.31% | 22.81%+4.5pp | 25.84%+1.5pp | 28.85%-1.5pp |
| Employer contribution / active EE | $4,135 | $2,244+84.3% | $2,965+39.5% | $2,588+59.8% |
| Participant deferral / active EE | $5,406 | $4,215+28.2% | $4,851+11.4% | $4,289+26.0% |
| Admin fee / account holder | $995 | $2,707-63.2% | $8,252-87.9% | $1,587-37.3% |