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 | $121,349 | $63,861+90.0% | $104,607+16.0% | $79,858+52.0% |
| Participation rate | 76.1% | 64.9%+11.1pp | 74.1%+2.0pp | 69.6%+6.4pp |
| Annual return | 12.77% | 21.30%-8.5pp | 340.46%-327.7pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,293 | $1,588-18.6% | $2,681-51.8% | $2,471-47.7% |
| Participant deferral / active EE | $6,639 | $2,693+146.5% | $3,740+77.5% | $3,740+77.5% |
| Admin fee / account holder | $3,725 | $4,185-11.0% | $6,473-42.5% | $5,306-29.8% |