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 | $138,279 | $81,460+69.8% | $103,333+33.8% | $80,856+71.0% |
| Participation rate | 88.6% | 66.8%+21.8pp | 74.5%+14.1pp | 67.6%+21.0pp |
| Annual return | 17.71% | 25.55%-7.8pp | 24.88%-7.2pp | 35.59%-17.9pp |
| Employer contribution / active EE | $6,720 | $3,105+116.4% | $3,868+73.7% | $2,755+143.9% |
| Participant deferral / active EE | $4,098 | $3,869+5.9% | $5,057-19.0% | $4,296-4.6% |
| Admin fee / account holder | $8,672 | $6,566+32.1% | $8,355+3.8% | $6,918+25.4% |