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 | $114,913 | $87,870+30.8% | $113,168+1.5% | $74,304+54.7% |
| Participation rate | 80.3% | 70.7%+9.5pp | 76.6%+3.7pp | 60.3%+19.9pp |
| Annual return | 14.77% | 26.44%-11.7pp | 24.27%-9.5pp | 29.43%-14.7pp |
| Employer contribution / active EE | $4,315 | $2,277+89.5% | $2,975+45.0% | $2,241+92.5% |
| Participant deferral / active EE | $7,343 | $4,241+73.2% | $5,107+43.8% | $3,767+94.9% |
| Admin fee / account holder | $4,859 | $3,368+44.3% | $12,068-59.7% | $2,969+63.7% |