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 | $93,975 | $78,422+19.8% | $95,952-2.1% | $79,858+17.7% |
| Participation rate | 75.6% | 73.5%+2.1pp | 77.1%-1.5pp | 69.6%+5.9pp |
| Annual return | 24.90% | 19.37%+5.5pp | 91.61%-66.7pp | 31.71%-6.8pp |
| Employer contribution / active EE | $1,470 | $1,945-24.4% | $2,541-42.2% | $2,471-40.5% |
| Participant deferral / active EE | $4,017 | $3,440+16.8% | $4,167-3.6% | $3,740+7.4% |
| Admin fee / account holder | $5,837 | $5,622+3.8% | $6,795-14.1% | $5,306+10.0% |