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 | $108,277 | $80,717+34.1% | $154,803-30.1% | $84,808+27.7% |
| Participation rate | 84.0% | 66.8%+17.2pp | 78.1%+5.9pp | 68.3%+15.7pp |
| Annual return | 16.45% | 37.96%-21.5pp | 58.88%-42.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,282 | $2,761+18.8% | $4,305-23.8% | $2,631+24.7% |
| Participant deferral / active EE | $5,653 | $3,303+71.1% | $5,540+2.0% | $4,212+34.2% |
| Admin fee / account holder | $6,341 | $6,746-6.0% | $14,329-55.7% | $7,344-13.7% |