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 | $94,034 | $74,927+25.5% | $101,794-7.6% | $84,808+10.9% |
| Participation rate | 94.1% | 61.4%+32.7pp | 69.2%+24.9pp | 68.3%+25.8pp |
| Annual return | 14.50% | 18.70%-4.2pp | 30.53%-16.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $4,236 | $1,522+178.3% | $2,289+85.1% | $2,631+61.0% |
| Participant deferral / active EE | $4,833 | $3,099+56.0% | $4,084+18.4% | $4,212+14.8% |
| Admin fee / account holder | $7,073 | $6,514+8.6% | $8,777-19.4% | $7,344-3.7% |