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 | $137,384 | $76,552+79.5% | $123,892+10.9% | $62,891+118.4% |
| Participation rate | 88.9% | 73.0%+15.9pp | 81.4%+7.5pp | 69.3%+19.6pp |
| Annual return | 10.72% | 18.68%-8.0pp | 47.52%-36.8pp | 20.14%-9.4pp |
| Employer contribution / active EE | $3,165 | $2,883+9.8% | $4,617-31.4% | $2,281+38.8% |
| Participant deferral / active EE | $6,177 | $4,840+27.6% | $5,984+3.2% | $3,203+92.8% |
| Admin fee / account holder | $1,469 | $4,826-69.6% | $8,357-82.4% | $4,296-65.8% |