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 | $111,080 | $76,552+45.1% | $123,892-10.3% | $62,891+76.6% |
| Participation rate | 76.2% | 73.0%+3.2pp | 81.4%-5.2pp | 69.3%+6.9pp |
| Annual return | 8.99% | 18.68%-9.7pp | 47.52%-38.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $2,624 | $2,883-9.0% | $4,617-43.2% | $2,281+15.0% |
| Participant deferral / active EE | $6,069 | $4,840+25.4% | $5,984+1.4% | $3,203+89.5% |
| Admin fee / account holder | $6,350 | $4,826+31.6% | $8,357-24.0% | $4,296+47.8% |