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 | $96,746 | $48,076+101.2% | $78,689+22.9% | $62,891+53.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.45% | 31.35%-23.9pp | 62.18%-54.7pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,161 | $2,015+7.3% | $2,851-24.2% | $2,281-5.3% |
| Participant deferral / active EE | $3,207 | $2,588+23.9% | $3,517-8.8% | $3,203+0.1% |
| Admin fee / account holder | $2,369 | $3,207-26.1% | $4,510-47.5% | $4,296-44.9% |