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 | $95,379 | $76,552+24.6% | $123,892-23.0% | $62,891+51.7% |
| Participation rate | 84.6% | 73.0%+11.6pp | 81.4%+3.2pp | 69.3%+15.3pp |
| Annual return | 8.85% | 18.68%-9.8pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $4,584 | $2,883+59.0% | $4,617-0.7% | $2,281+101.0% |
| Participant deferral / active EE | $8,527 | $4,840+76.2% | $5,984+42.5% | $3,203+166.2% |
| Admin fee / account holder | $2,992 | $4,826-38.0% | $8,357-64.2% | $4,296-30.4% |