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 | $106,786 | $81,460+31.1% | $103,333+3.3% | $80,856+32.1% |
| Participation rate | 76.9% | 66.8%+10.1pp | 74.5%+2.4pp | 67.6%+9.3pp |
| Annual return | 11.05% | 25.55%-14.5pp | 24.88%-13.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $4,596 | $3,105+48.0% | $3,868+18.8% | $2,755+66.8% |
| Participant deferral / active EE | $9,466 | $3,869+144.7% | $5,057+87.2% | $4,296+120.4% |
| Admin fee / account holder | $7,011 | $6,566+6.8% | $8,355-16.1% | $6,918+1.3% |