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 | $84,828 | $57,065+48.7% | $75,670+12.1% | $70,131+21.0% |
| Participation rate | 74.7% | 68.1%+6.6pp | 72.3%+2.3pp | 69.5%+5.1pp |
| Annual return | 19.60% | 23.57%-4.0pp | 27.34%-7.7pp | 73.14%-53.5pp |
| Employer contribution / active EE | $4,439 | $1,817+144.3% | $2,352+88.7% | $2,342+89.5% |
| Participant deferral / active EE | $3,175 | $2,580+23.1% | $3,142+1.0% | $3,332-4.7% |
| Admin fee / account holder | $4,327 | $3,825+13.1% | $5,800-25.4% | $4,645-6.9% |