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 | $102,962 | $76,552+34.5% | $123,892-16.9% | $62,891+63.7% |
| Participation rate | 83.3% | 73.0%+10.4pp | 81.4%+1.9pp | 69.3%+14.0pp |
| Annual return | 6.03% | 18.68%-12.6pp | 47.52%-41.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $3,292 | $2,883+14.2% | $4,617-28.7% | $2,281+44.3% |
| Participant deferral / active EE | $7,289 | $4,840+50.6% | $5,984+21.8% | $3,203+127.6% |
| Admin fee / account holder | $10,014 | $4,826+107.5% | $8,357+19.8% | $4,296+133.1% |