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 | $84,396 | $67,606+24.8% | $82,313+2.5% | $70,131+20.3% |
| Participation rate | 90.6% | 72.8%+17.9pp | 76.9%+13.7pp | 69.5%+21.1pp |
| Annual return | 15.53% | 21.57%-6.0pp | 25.88%-10.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $5,492 | $1,755+213.0% | $2,428+126.2% | $2,342+134.5% |
| Participant deferral / active EE | $5,632 | $2,987+88.5% | $3,706+52.0% | $3,332+69.0% |
| Admin fee / account holder | $6,149 | $4,512+36.3% | $5,608+9.6% | $4,645+32.4% |