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 | $118,138 | $81,446+45.1% | $103,374+14.3% | $80,874+46.1% |
| Participation rate | 97.9% | 66.9%+31.0pp | 74.5%+23.4pp | 67.6%+30.2pp |
| Annual return | 11.21% | 25.57%-14.4pp | 24.89%-13.7pp | 35.62%-24.4pp |
| Employer contribution / active EE | $2,120 | $3,107-31.8% | $3,869-45.2% | $2,756-23.1% |
| Participant deferral / active EE | $6,314 | $3,870+63.2% | $5,058+24.8% | $4,297+46.9% |
| Admin fee / account holder | $10,422 | $6,715+55.2% | $8,394+24.2% | $6,935+50.3% |