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 | $106,565 | $81,248+31.2% | $155,509-31.5% | $80,856+31.8% |
| Participation rate | 78.3% | 66.2%+12.1pp | 78.2%+0.1pp | 67.6%+10.7pp |
| Annual return | 17.11% | 33.31%-16.2pp | 64.67%-47.6pp | 35.59%-18.5pp |
| Employer contribution / active EE | $3,992 | $3,100+28.8% | $4,672-14.6% | $2,755+44.9% |
| Participant deferral / active EE | $7,026 | $3,452+103.5% | $5,626+24.9% | $4,296+63.5% |
| Admin fee / account holder | $5,452 | $7,997-31.8% | $15,912-65.7% | $6,918-21.2% |