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 | $117,523 | $72,492+62.1% | $87,100+34.9% | $72,985+61.0% |
| Participation rate | 85.0% | 72.8%+12.2pp | 76.9%+8.1pp | 69.5%+15.5pp |
| Annual return | 19.75% | 24.46%-4.7pp | 28.19%-8.4pp | 81.00%-61.2pp |
| Employer contribution / active EE | $1,901 | $1,894+0.4% | $2,521-24.6% | $2,440-22.1% |
| Participant deferral / active EE | $5,479 | $3,270+67.6% | $4,049+35.3% | $3,607+51.9% |
| Admin fee / account holder | $21,989 | $5,055+335.0% | $7,497+193.3% | $5,124+329.1% |