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 | $93,908 | $72,277+29.9% | $101,248-7.3% | $79,858+17.6% |
| Participation rate | 94.3% | 68.5%+25.8pp | 75.8%+18.5pp | 69.6%+24.7pp |
| Annual return | 13.96% | 22.30%-8.3pp | 46.47%-32.5pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,793 | $2,692+3.8% | $3,660-23.7% | $2,471+13.0% |
| Participant deferral / active EE | $4,264 | $3,282+29.9% | $4,370-2.4% | $3,740+14.0% |
| Admin fee / account holder | $1,134 | $4,400-74.2% | $5,945-80.9% | $5,306-78.6% |