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 | $114,245 | $58,512+95.3% | $84,015+36.0% | $72,985+56.5% |
| Participation rate | 70.4% | 61.2%+9.1pp | 69.0%+1.4pp | 69.5%+0.9pp |
| Annual return | 23.57% | 28.93%-5.4pp | 71.31%-47.7pp | 81.00%-57.4pp |
| Employer contribution / active EE | $2,888 | $1,163+148.4% | $1,983+45.6% | $2,440+18.4% |
| Participant deferral / active EE | $4,413 | $2,394+84.4% | $3,239+36.3% | $3,607+22.3% |
| Admin fee / account holder | $3,035 | $4,569-33.6% | $6,101-50.2% | $5,124-40.8% |