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 | $111,904 | $80,673+38.7% | $101,326+10.4% | $84,808+32.0% |
| Participation rate | 85.5% | 77.8%+7.7pp | 81.5%+4.0pp | 68.3%+17.1pp |
| Annual return | 14.95% | 38.95%-24.0pp | 36.82%-21.9pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,181 | $2,698+17.9% | $3,665-13.2% | $2,631+20.9% |
| Participant deferral / active EE | $7,609 | $6,840+11.2% | $7,994-4.8% | $4,212+80.7% |
| Admin fee / account holder | $9,002 | $12,784-29.6% | $11,185-19.5% | $7,344+22.6% |