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 | $134,384 | $83,477+61.0% | $125,175+7.4% | $72,985+84.1% |
| Participation rate | 73.2% | 73.3%-0.1pp | 79.8%-6.6pp | 69.5%+3.7pp |
| Annual return | 18.62% | 25.78%-7.2pp | 43.79%-25.2pp | 81.00%-62.4pp |
| Employer contribution / active EE | $4,369 | $2,345+86.3% | $3,865+13.0% | $2,440+79.0% |
| Participant deferral / active EE | $8,143 | $3,585+127.1% | $4,937+64.9% | $3,607+125.7% |
| Admin fee / account holder | $10,047 | $5,517+82.1% | $9,702+3.6% | $5,124+96.1% |