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 | $111,051 | $78,705+41.1% | $117,854-5.8% | $70,131+58.3% |
| Participation rate | 71.1% | 73.2%-2.1pp | 79.7%-8.5pp | 69.5%+1.6pp |
| Annual return | 20.99% | 23.30%-2.3pp | 335.08%-314.1pp | 73.14%-52.1pp |
| Employer contribution / active EE | $2,133 | $2,223-4.1% | $3,786-43.7% | $2,342-9.0% |
| Participant deferral / active EE | $3,984 | $3,297+20.8% | $4,482-11.1% | $3,332+19.6% |
| Admin fee / account holder | $5,535 | $5,065+9.3% | $8,020-31.0% | $4,645+19.1% |