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 | $109,037 | $53,018+105.7% | $70,014+55.7% | $62,891+73.4% |
| Participation rate | 70.4% | 67.2%+3.2pp | 71.8%-1.4pp | 69.3%+1.1pp |
| Annual return | 4.93% | 13.35%-8.4pp | 12.99%-8.1pp | 20.14%-15.2pp |
| Employer contribution / active EE | $3,345 | $1,799+86.0% | $2,338+43.1% | $2,281+46.7% |
| Participant deferral / active EE | $7,072 | $2,395+195.3% | $2,931+141.3% | $3,203+120.8% |
| Admin fee / account holder | $15,015 | $3,690+307.0% | $4,380+242.8% | $4,296+249.5% |