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 | $81,564 | $57,065+42.9% | $75,670+7.8% | $70,131+16.3% |
| Participation rate | 83.9% | 68.1%+15.8pp | 72.3%+11.5pp | 69.5%+14.3pp |
| Annual return | 54.75% | 23.57%+31.2pp | 27.34%+27.4pp | 73.14%-18.4pp |
| Employer contribution / active EE | $5,887 | $1,817+224.1% | $2,352+150.3% | $2,342+151.3% |
| Participant deferral / active EE | $4,130 | $2,580+60.1% | $3,142+31.4% | $3,332+24.0% |
| Admin fee / account holder | $3,928 | $3,825+2.7% | $5,800-32.3% | $4,645-15.4% |