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 | $98,381 | $58,851+67.2% | $115,157-14.6% | $72,985+34.8% |
| Participation rate | 85.2% | 65.5%+19.7pp | 75.9%+9.3pp | 69.5%+15.8pp |
| Annual return | 23.20% | 23.16%0pp | 35.60%-12.4pp | 81.00%-57.8pp |
| Employer contribution / active EE | $4,753 | $1,798+164.3% | $3,179+49.5% | $2,440+94.8% |
| Participant deferral / active EE | $8,733 | $2,643+230.5% | $4,168+109.5% | $3,607+142.1% |
| Admin fee / account holder | $10,946 | $6,370+71.8% | $7,088+54.4% | $5,124+113.6% |