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 | $98,873 | $65,365+51.3% | $92,893+6.4% | $72,985+35.5% |
| Participation rate | 75.0% | 68.3%+6.7pp | 76.0%-1.0pp | 69.5%+5.5pp |
| Annual return | 22.49% | 42.10%-19.6pp | 109.41%-86.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $3,260 | $2,594+25.7% | $3,653-10.7% | $2,440+33.6% |
| Participant deferral / active EE | $3,920 | $3,128+25.3% | $4,236-7.5% | $3,607+8.7% |
| Admin fee / account holder | $3,646 | $4,251-14.2% | $5,794-37.1% | $5,124-28.9% |