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 | $104,211 | $76,552+36.1% | $123,892-15.9% | $62,891+65.7% |
| Participation rate | 75.4% | 73.0%+2.4pp | 81.4%-6.0pp | 69.3%+6.1pp |
| Annual return | 7.29% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,948 | $2,883+2.3% | $4,617-36.1% | $2,281+29.3% |
| Participant deferral / active EE | $6,685 | $4,840+38.1% | $5,984+11.7% | $3,203+108.7% |
| Admin fee / account holder | $3,363 | $4,826-30.3% | $8,357-59.8% | $4,296-21.7% |