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 | $93,582 | $81,460+14.9% | $103,333-9.4% | $80,856+15.7% |
| Participation rate | 80.6% | 66.8%+13.8pp | 74.5%+6.1pp | 67.6%+13.0pp |
| Annual return | 17.15% | 25.55%-8.4pp | 24.88%-7.7pp | 35.59%-18.4pp |
| Employer contribution / active EE | $5,818 | $3,105+87.4% | $3,868+50.4% | $2,755+111.2% |
| Participant deferral / active EE | $4,157 | $3,869+7.5% | $5,057-17.8% | $4,296-3.2% |
| Admin fee / account holder | $434 | $6,566-93.4% | $8,355-94.8% | $6,918-93.7% |