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 | $124,246 | $91,552+35.7% | $133,956-7.2% | $79,858+55.6% |
| Participation rate | 81.6% | 73.3%+8.3pp | 79.8%+1.8pp | 69.6%+12.0pp |
| Annual return | 11.95% | 61.85%-49.9pp | 45.09%-33.1pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,669 | $2,384-30.0% | $3,919-57.4% | $2,471-32.4% |
| Participant deferral / active EE | $2,667 | $3,733-28.6% | $5,048-47.2% | $3,740-28.7% |
| Admin fee / account holder | $6,461 | $6,321+2.2% | $8,927-27.6% | $5,306+21.8% |