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 | $148,102 | $89,355+65.7% | $141,162+4.9% | $72,985+102.9% |
| Participation rate | 87.1% | 75.1%+12.0pp | 82.5%+4.6pp | 69.5%+17.6pp |
| Annual return | 20.14% | 111.85%-91.7pp | 71.39%-51.2pp | 81.00%-60.9pp |
| Employer contribution / active EE | $2,807 | $3,114-9.9% | $4,735-40.7% | $2,440+15.1% |
| Participant deferral / active EE | $5,865 | $5,418+8.3% | $6,709-12.6% | $3,607+62.6% |
| Admin fee / account holder | $1,286 | $5,958-78.4% | $10,261-87.5% | $5,124-74.9% |