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 | $118,046 | $80,968+45.8% | $96,544+22.3% | $75,163+57.1% |
| Participation rate | 92.6% | 71.8%+20.8pp | 76.0%+16.6pp | 67.2%+25.4pp |
| Annual return | 20.24% | 27.06%-6.8pp | 25.84%-5.6pp | 160.62%-140.4pp |
| Employer contribution / active EE | $2,321 | $2,282+1.7% | $2,965-21.7% | $2,670-13.1% |
| Participant deferral / active EE | $4,189 | $3,928+6.6% | $4,851-13.6% | $4,125+1.6% |
| Admin fee / account holder | $5,627 | $6,724-16.3% | $8,252-31.8% | $5,651-0.4% |