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 | $97,502 | $76,367+27.7% | $93,606+4.2% | $72,985+33.6% |
| Participation rate | 97.0% | 71.7%+25.2pp | 75.8%+21.1pp | 69.5%+27.5pp |
| Annual return | 23.19% | 25.82%-2.6pp | 32.76%-9.6pp | 81.00%-57.8pp |
| Employer contribution / active EE | $4,121 | $2,275+81.1% | $2,718+51.6% | $2,440+68.9% |
| Participant deferral / active EE | $5,617 | $3,538+58.8% | $4,069+38.0% | $3,607+55.7% |
| Admin fee / account holder | $4,806 | $6,838-29.7% | $7,888-39.1% | $5,124-6.2% |