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 | $108,717 | $67,606+60.8% | $82,313+32.1% | $70,131+55.0% |
| Participation rate | 87.2% | 72.8%+14.4pp | 76.9%+10.3pp | 69.5%+17.6pp |
| Annual return | 28.44% | 21.57%+6.9pp | 25.88%+2.6pp | 73.14%-44.7pp |
| Employer contribution / active EE | $1,931 | $1,755+10.0% | $2,428-20.5% | $2,342-17.6% |
| Participant deferral / active EE | $4,427 | $2,987+48.2% | $3,706+19.4% | $3,332+32.9% |
| Admin fee / account holder | $759 | $4,512-83.2% | $5,608-86.5% | $4,645-83.7% |