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 4-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 | $138,725 | $80,717+71.9% | $154,803-10.4% | $84,808+63.6% |
| Participation rate | 77.6% | 66.8%+10.7pp | 78.1%-0.5pp | 68.3%+9.2pp |
| Annual return | 25.80% | 37.96%-12.2pp | 58.88%-33.1pp | 40.90%-15.1pp |
| Employer contribution / active EE | $5,623 | $2,761+103.6% | $4,305+30.6% | $2,631+113.7% |
| Participant deferral / active EE | $3,996 | $3,303+21.0% | $5,540-27.9% | $4,212-5.1% |
| Admin fee / account holder | $5,341 | $6,746-20.8% | $14,329-62.7% | $7,344-27.3% |