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 | $92,011 | $78,672+17.0% | $109,143-15.7% | $85,850+7.2% |
| Participation rate | 97.1% | 68.3%+28.9pp | 75.9%+21.3pp | 69.3%+27.8pp |
| Annual return | 17.09% | 25.09%-8.0pp | 25.75%-8.7pp | 318.53%-301.4pp |
| Employer contribution / active EE | $10,976 | $2,735+301.3% | $3,722+194.9% | $2,565+327.9% |
| Participant deferral / active EE | $4,546 | $3,467+31.1% | $4,653-2.3% | $3,952+15.0% |
| Admin fee / account holder | $6,703 | $5,469+22.6% | $6,752-0.7% | $6,260+7.1% |