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 | $111,234 | $72,492+53.4% | $87,100+27.7% | $72,985+52.4% |
| Participation rate | 72.7% | 72.8%-0.1pp | 76.9%-4.1pp | 69.5%+3.2pp |
| Annual return | 19.87% | 24.46%-4.6pp | 28.19%-8.3pp | 81.00%-61.1pp |
| Employer contribution / active EE | $2,048 | $1,894+8.1% | $2,521-18.8% | $2,440-16.1% |
| Participant deferral / active EE | $6,131 | $3,270+87.5% | $4,049+51.4% | $3,607+70.0% |
| Admin fee / account holder | $25,535 | $5,055+405.2% | $7,497+240.6% | $5,124+398.3% |