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 | $111,941 | $72,492+54.4% | $87,100+28.5% | $72,985+53.4% |
| Participation rate | 91.3% | 72.8%+18.5pp | 76.9%+14.4pp | 69.5%+21.8pp |
| Annual return | 26.35% | 24.46%+1.9pp | 28.19%-1.8pp | 81.00%-54.7pp |
| Employer contribution / active EE | $2,362 | $1,894+24.7% | $2,521-6.3% | $2,440-3.2% |
| Participant deferral / active EE | $8,909 | $3,270+172.5% | $4,049+120.1% | $3,607+147.0% |
| Admin fee / account holder | $8,055 | $5,055+59.4% | $7,497+7.4% | $5,124+57.2% |