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 | $92,568 | $56,277+64.5% | $80,975+14.3% | $62,891+47.2% |
| Participation rate | 85.7% | 69.0%+16.8pp | 75.8%+9.9pp | 69.3%+16.4pp |
| Annual return | 8.01% | 22.12%-14.1pp | 17.10%-9.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,210 | $1,943+13.7% | $3,714-40.5% | $2,281-3.1% |
| Participant deferral / active EE | $3,690 | $4,195-12.0% | $5,696-35.2% | $3,203+15.2% |
| Admin fee / account holder | $3,912 | $3,741+4.6% | $5,516-29.1% | $4,296-8.9% |