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 | $96,776 | $74,927+29.2% | $101,794-4.9% | $84,808+14.1% |
| Participation rate | 92.6% | 61.4%+31.2pp | 69.2%+23.4pp | 68.3%+24.2pp |
| Annual return | 15.41% | 18.70%-3.3pp | 30.53%-15.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,959 | $1,522+94.4% | $2,289+29.3% | $2,631+12.5% |
| Participant deferral / active EE | $4,214 | $3,099+36.0% | $4,084+3.2% | $4,2120% |
| Admin fee / account holder | $5,050 | $6,514-22.5% | $8,777-42.5% | $7,344-31.2% |