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 | $80,322 | $49,177+63.3% | $79,464+1.1% | $64,186+25.1% |
| Participation rate | 94.1% | 65.0%+29.1pp | 73.3%+20.8pp | 69.6%+24.5pp |
| Annual return | 9.92% | -1.16%+11.1pp | 718.14%-708.2pp | 7.63%+2.3pp |
| Employer contribution / active EE | $3,109 | $2,076+49.7% | $2,800+11.0% | $2,381+30.6% |
| Participant deferral / active EE | $6,533 | $2,821+131.5% | $3,704+76.4% | $3,470+88.3% |
| Admin fee / account holder | $808 | $3,839-79.0% | $5,113-84.2% | $4,888-83.5% |