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 | $123,493 | $95,803+28.9% | $113,168+9.1% | $84,808+45.6% |
| Participation rate | 79.5% | 72.9%+6.6pp | 76.6%+2.9pp | 68.3%+11.2pp |
| Annual return | 18.53% | 25.00%-6.5pp | 24.27%-5.7pp | 40.90%-22.4pp |
| Employer contribution / active EE | $3,682 | $2,360+56.0% | $2,975+23.8% | $2,631+40.0% |
| Participant deferral / active EE | $6,740 | $4,242+58.9% | $5,107+32.0% | $4,212+60.0% |
| Admin fee / account holder | $6,070 | $8,989-32.5% | $12,068-49.7% | $7,344-17.3% |