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 | $123,169 | $80,717+52.6% | $154,803-20.4% | $84,808+45.2% |
| Participation rate | 81.0% | 66.8%+14.1pp | 78.1%+2.9pp | 68.3%+12.6pp |
| Annual return | 19.13% | 37.96%-18.8pp | 58.88%-39.8pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,828 | $2,761+2.4% | $4,305-34.3% | $2,631+7.5% |
| Participant deferral / active EE | $5,344 | $3,303+61.8% | $5,540-3.6% | $4,212+26.9% |
| Admin fee / account holder | $2,959 | $6,746-56.1% | $14,329-79.4% | $7,344-59.7% |