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 | $111,802 | $72,492+54.2% | $87,100+28.4% | $72,985+53.2% |
| Participation rate | 76.7% | 72.8%+3.9pp | 76.9%-0.1pp | 69.5%+7.3pp |
| Annual return | 25.29% | 24.46%+0.8pp | 28.19%-2.9pp | 81.00%-55.7pp |
| Employer contribution / active EE | $821 | $1,894-56.7% | $2,521-67.5% | $2,440-66.4% |
| Participant deferral / active EE | $3,865 | $3,270+18.2% | $4,049-4.5% | $3,607+7.1% |
| Admin fee / account holder | $1,206 | $5,055-76.1% | $7,497-83.9% | $5,124-76.5% |