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 4-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 | $120,332 | $108,912+10.5% | $100,383+19.9% | $145,959-17.6% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 12.13% | 57.96%-45.8pp | 49.26%-37.1pp | 561.95%-549.8pp |
| Employer contribution / active EE | $2,851 | $4,423-35.5% | $3,944-27.7% | $4,661-38.8% |
| Participant deferral / active EE | $6,615 | $8,451-21.7% | $8,086-18.2% | $6,689-1.1% |
| Admin fee / account holder | $12,320 | $9,690+27.1% | $7,900+56.0% | $13,398-8.0% |