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 | $116,355 | $63,355+83.7% | $91,989+26.5% | $72,985+59.4% |
| Participation rate | 76.0% | 72.5%+3.5pp | 78.6%-2.6pp | 69.5%+6.5pp |
| Annual return | 19.89% | 35.35%-15.5pp | 69.02%-49.1pp | 81.00%-61.1pp |
| Employer contribution / active EE | $3,172 | $2,116+50.0% | $3,452-8.1% | $2,440+30.0% |
| Participant deferral / active EE | $7,025 | $4,883+43.9% | $5,923+18.6% | $3,607+94.7% |
| Admin fee / account holder | $5,477 | $4,668+17.3% | $7,743-29.3% | $5,124+6.9% |