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 | $80,452 | $61,280+31.3% | $69,780+15.3% | $84,808-5.1% |
| Participation rate | 95.9% | 73.6%+22.3pp | 79.3%+16.6pp | 68.3%+27.6pp |
| Annual return | 16.71% | 12.93%+3.8pp | 26.31%-9.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,427 | $3,577-4.2% | $4,168-17.8% | $2,631+30.3% |
| Participant deferral / active EE | $7,032 | $3,756+87.2% | $6,164+14.1% | $4,212+67.0% |
| Admin fee / account holder | $18,233 | $6,026+202.6% | $7,285+150.3% | $7,344+148.3% |