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 | $84,111 | $76,552+9.9% | $123,892-32.1% | $62,891+33.7% |
| Participation rate | 88.6% | 73.0%+15.6pp | 81.4%+7.2pp | 69.3%+19.3pp |
| Annual return | 5.99% | 18.68%-12.7pp | 47.52%-41.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $3,471 | $2,883+20.4% | $4,617-24.8% | $2,281+52.2% |
| Participant deferral / active EE | $6,154 | $4,840+27.1% | $5,984+2.8% | $3,203+92.1% |
| Admin fee / account holder | $12,129 | $4,826+151.3% | $8,357+45.1% | $4,296+182.4% |