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 | $117,132 | $80,673+45.2% | $101,326+15.6% | $84,808+38.1% |
| Participation rate | 76.7% | 77.8%-1.0pp | 81.5%-4.8pp | 68.3%+8.4pp |
| Annual return | 25.13% | 38.95%-13.8pp | 36.82%-11.7pp | 40.90%-15.8pp |
| Employer contribution / active EE | $2,923 | $2,698+8.4% | $3,665-20.2% | $2,631+11.1% |
| Participant deferral / active EE | $8,107 | $6,840+18.5% | $7,994+1.4% | $4,212+92.5% |
| Admin fee / account holder | $6,225 | $12,784-51.3% | $11,185-44.3% | $7,344-15.2% |