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 | $117,677 | $77,813+51.2% | $123,544-4.7% | $64,186+83.3% |
| Participation rate | 90.9% | 74.7%+16.2pp | 82.3%+8.6pp | 69.6%+21.3pp |
| Annual return | 10.69% | 12.48%-1.8pp | 119.20%-108.5pp | 7.63%+3.1pp |
| Employer contribution / active EE | $5,367 | $3,014+78.1% | $4,628+16.0% | $2,381+125.4% |
| Participant deferral / active EE | $5,146 | $5,240-1.8% | $6,426-19.9% | $3,470+48.3% |
| Admin fee / account holder | $5,217 | $5,519-5.5% | $9,284-43.8% | $4,888+6.7% |