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 | $93,644 | $78,926+18.6% | $136,749-31.5% | $84,808+10.4% |
| Participation rate | 85.0% | 62.2%+22.8pp | 72.1%+12.9pp | 68.3%+16.7pp |
| Annual return | 23.30% | 18.17%+5.1pp | 24.33%-1.0pp | 40.90%-17.6pp |
| Employer contribution / active EE | $4,209 | $2,134+97.2% | $3,400+23.8% | $2,631+60.0% |
| Participant deferral / active EE | $8,246 | $3,168+160.3% | $4,692+75.8% | $4,212+95.8% |
| Admin fee / account holder | $10,145 | $6,369+59.3% | $11,386-10.9% | $7,344+38.1% |