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 | $112,251 | $76,552+46.6% | $123,892-9.4% | $62,891+78.5% |
| Participation rate | 86.3% | 73.0%+13.3pp | 81.4%+4.9pp | 69.3%+17.0pp |
| Annual return | 7.27% | 18.68%-11.4pp | 47.52%-40.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $6,314 | $2,883+119.0% | $4,617+36.8% | $2,281+176.8% |
| Participant deferral / active EE | $8,981 | $4,840+85.6% | $5,984+50.1% | $3,203+180.4% |
| Admin fee / account holder | $800 | $4,826-83.4% | $8,357-90.4% | $4,296-81.4% |