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 4-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 | $98,352 | $85,515+15.0% | $112,040-12.2% | $67,986+44.7% |
| Participation rate | 79.4% | 68.2%+11.2pp | 76.5%+2.9pp | 57.2%+22.2pp |
| Annual return | 25.96% | 29.68%-3.7pp | 24.52%+1.4pp | 31.67%-5.7pp |
| Employer contribution / active EE | $1,706 | $2,191-22.1% | $2,954-42.2% | $2,019-15.5% |
| Participant deferral / active EE | $7,909 | $4,014+97.0% | $5,098+55.1% | $3,358+135.5% |
| Admin fee / account holder | $8,657 | $3,774+129.4% | $12,098-28.4% | $3,203+170.3% |