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 | $97,322 | $81,460+19.5% | $103,333-5.8% | $80,856+20.4% |
| Participation rate | 90.9% | 66.8%+24.1pp | 74.5%+16.4pp | 67.6%+23.3pp |
| Annual return | 16.71% | 25.55%-8.8pp | 24.88%-8.2pp | 35.59%-18.9pp |
| Employer contribution / active EE | $3,588 | $3,105+15.6% | $3,868-7.2% | $2,755+30.3% |
| Participant deferral / active EE | $6,107 | $3,869+57.8% | $5,057+20.7% | $4,296+42.2% |
| Admin fee / account holder | $1,481 | $6,566-77.5% | $8,355-82.3% | $6,918-78.6% |