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 | $103,776 | $81,460+27.4% | $103,333+0.4% | $80,856+28.3% |
| Participation rate | 85.7% | 66.8%+18.9pp | 74.5%+11.2pp | 67.6%+18.1pp |
| Annual return | 31.42% | 25.55%+5.9pp | 24.88%+6.5pp | 35.59%-4.2pp |
| Employer contribution / active EE | $9,269 | $3,105+198.5% | $3,868+139.6% | $2,755+236.5% |
| Participant deferral / active EE | $9,260 | $3,869+139.4% | $5,057+83.1% | $4,296+115.6% |
| Admin fee / account holder | $2,548 | $6,566-61.2% | $8,355-69.5% | $6,918-63.2% |