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 | $84,165 | $70,475+19.4% | $100,516-16.3% | $79,858+5.4% |
| Participation rate | 97.5% | 73.7%+23.9pp | 79.4%+18.1pp | 69.6%+27.9pp |
| Annual return | 28.18% | 21.90%+6.3pp | 30.89%-2.7pp | 31.71%-3.5pp |
| Employer contribution / active EE | $2,206 | $2,165+1.9% | $3,418-35.4% | $2,471-10.7% |
| Participant deferral / active EE | $9,446 | $5,181+82.3% | $6,270+50.7% | $3,740+152.6% |
| Admin fee / account holder | $1,840 | $4,478-58.9% | $8,081-77.2% | $5,306-65.3% |