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 | $106,734 | $67,411+58.3% | $91,001+17.3% | $70,131+52.2% |
| Participation rate | 75.0% | 71.4%+3.6pp | 75.6%-0.6pp | 69.5%+5.5pp |
| Annual return | 14.67% | -40.16%+54.8pp | 4.60%+10.1pp | 73.14%-58.5pp |
| Employer contribution / active EE | $2,499 | $1,786+39.9% | $2,456+1.8% | $2,342+6.7% |
| Participant deferral / active EE | $5,784 | $2,823+104.9% | $3,547+63.0% | $3,332+73.6% |
| Admin fee / account holder | $5,002 | $4,236+18.1% | $5,417-7.7% | $4,645+7.7% |