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 | $96,622 | $63,355+52.5% | $91,989+5.0% | $72,985+32.4% |
| Participation rate | 80.4% | 72.5%+7.9pp | 78.6%+1.8pp | 69.5%+10.9pp |
| Annual return | 24.71% | 35.35%-10.6pp | 69.02%-44.3pp | 81.00%-56.3pp |
| Employer contribution / active EE | $6,102 | $2,116+188.4% | $3,452+76.8% | $2,440+150.1% |
| Participant deferral / active EE | $11,743 | $4,883+140.5% | $5,923+98.3% | $3,607+225.5% |
| Admin fee / account holder | $4,267 | $4,668-8.6% | $7,743-44.9% | $5,124-16.7% |