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 | $120,420 | $72,277+66.6% | $101,248+18.9% | $79,858+50.8% |
| Participation rate | 75.9% | 68.5%+7.4pp | 75.8%+0.1pp | 69.6%+6.2pp |
| Annual return | 11.52% | 22.30%-10.8pp | 46.47%-35.0pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,115 | $2,692-58.6% | $3,660-69.5% | $2,471-54.9% |
| Participant deferral / active EE | $3,309 | $3,282+0.8% | $4,370-24.3% | $3,740-11.5% |
| Admin fee / account holder | $5,401 | $4,400+22.7% | $5,945-9.2% | $5,306+1.8% |