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 | $75,504 | $45,073+67.5% | $69,455+8.7% | $72,985+3.5% |
| Participation rate | 93.3% | 68.5%+24.8pp | 74.6%+18.7pp | 69.5%+23.8pp |
| Annual return | 22.81% | 22.65%+0.2pp | 28.97%-6.2pp | 81.00%-58.2pp |
| Employer contribution / active EE | $3,814 | $2,054+85.7% | $2,779+37.2% | $2,440+56.3% |
| Participant deferral / active EE | $5,095 | $2,602+95.8% | $3,535+44.1% | $3,607+41.2% |
| Admin fee / account holder | $718 | $3,056-76.5% | $3,839-81.3% | $5,124-86.0% |