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 | $114,162 | $72,277+58.0% | $101,248+12.8% | $79,858+43.0% |
| Participation rate | 80.6% | 68.5%+12.2pp | 75.8%+4.8pp | 69.6%+11.0pp |
| Annual return | 15.38% | 22.30%-6.9pp | 46.47%-31.1pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,825 | $2,692-32.2% | $3,660-50.1% | $2,471-26.1% |
| Participant deferral / active EE | $3,268 | $3,282-0.4% | $4,370-25.2% | $3,740-12.6% |
| Admin fee / account holder | $3,288 | $4,400-25.3% | $5,945-44.7% | $5,306-38.0% |