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 | $111,072 | $67,411+64.8% | $91,001+22.1% | $70,131+58.4% |
| Participation rate | 85.4% | 71.4%+14.0pp | 75.6%+9.8pp | 69.5%+15.8pp |
| Annual return | 19.70% | -40.16%+59.9pp | 4.60%+15.1pp | 73.14%-53.4pp |
| Employer contribution / active EE | $2,711 | $1,786+51.8% | $2,456+10.4% | $2,342+15.7% |
| Participant deferral / active EE | $2,987 | $2,823+5.8% | $3,547-15.8% | $3,332-10.4% |
| Admin fee / account holder | $11,049 | $4,236+160.8% | $5,417+104.0% | $4,645+137.8% |