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 | $111,082 | $76,552+45.1% | $123,892-10.3% | $62,891+76.6% |
| Participation rate | 76.9% | 73.0%+3.9pp | 81.4%-4.5pp | 69.3%+7.6pp |
| Annual return | 9.45% | 18.68%-9.2pp | 47.52%-38.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $3,204 | $2,883+11.2% | $4,617-30.6% | $2,281+40.5% |
| Participant deferral / active EE | $6,260 | $4,840+29.4% | $5,984+4.6% | $3,203+95.5% |
| Admin fee / account holder | $406 | $4,826-91.6% | $8,357-95.1% | $4,296-90.5% |