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 | $121,242 | $63,355+91.4% | $91,989+31.8% | $72,985+66.1% |
| Participation rate | 78.1% | 72.5%+5.6pp | 78.6%-0.5pp | 69.5%+8.6pp |
| Annual return | 21.89% | 35.35%-13.5pp | 69.02%-47.1pp | 81.00%-59.1pp |
| Employer contribution / active EE | $3,125 | $2,116+47.7% | $3,452-9.5% | $2,440+28.1% |
| Participant deferral / active EE | $7,952 | $4,883+62.9% | $5,923+34.3% | $3,607+120.4% |
| Admin fee / account holder | $4,568 | $4,668-2.1% | $7,743-41.0% | $5,124-10.9% |