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 | $86,330 | $70,475+22.5% | $100,516-14.1% | $79,858+8.1% |
| Participation rate | 90.0% | 73.7%+16.3pp | 79.4%+10.6pp | 69.6%+20.4pp |
| Annual return | 24.76% | 21.90%+2.9pp | 30.89%-6.1pp | 31.71%-7.0pp |
| Employer contribution / active EE | $2,527 | $2,165+16.8% | $3,418-26.1% | $2,471+2.3% |
| Participant deferral / active EE | $6,055 | $5,181+16.9% | $6,270-3.4% | $3,740+61.9% |
| Admin fee / account holder | $3,230 | $4,478-27.9% | $8,081-60.0% | $5,306-39.1% |