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 | $84,757 | $76,552+10.7% | $123,892-31.6% | $62,891+34.8% |
| Participation rate | 81.5% | 73.0%+8.5pp | 81.4%+0.1pp | 69.3%+12.2pp |
| Annual return | 14.50% | 18.68%-4.2pp | 47.52%-33.0pp | 20.14%-5.6pp |
| Employer contribution / active EE | $4,229 | $2,883+46.7% | $4,617-8.4% | $2,281+85.4% |
| Participant deferral / active EE | $7,774 | $4,840+60.6% | $5,984+29.9% | $3,203+142.7% |
| Admin fee / account holder | $12,976 | $4,826+168.9% | $8,357+55.3% | $4,296+202.1% |