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 | $72,127 | $43,327+66.5% | $59,878+20.5% | $64,186+12.4% |
| Participation rate | 81.8% | 69.2%+12.7pp | 74.7%+7.1pp | 69.6%+12.2pp |
| Annual return | 8.13% | -1.55%+9.7pp | 3.46%+4.7pp | 7.63%+0.5pp |
| Employer contribution / active EE | $3,629 | $2,028+78.9% | $2,722+33.3% | $2,381+52.4% |
| Participant deferral / active EE | $3,629 | $2,546+42.6% | $3,402+6.7% | $3,470+4.6% |
| Admin fee / account holder | $7,771 | $3,005+158.6% | $3,590+116.4% | $4,888+59.0% |