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 | $167,166 | $95,803+74.5% | $113,168+47.7% | $84,808+97.1% |
| Participation rate | 76.0% | 72.9%+3.1pp | 76.6%-0.6pp | 68.3%+7.7pp |
| Annual return | 18.79% | 25.00%-6.2pp | 24.27%-5.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $5,858 | $2,360+148.2% | $2,975+96.9% | $2,631+122.7% |
| Participant deferral / active EE | $5,066 | $4,242+19.4% | $5,107-0.8% | $4,212+20.3% |
| Admin fee / account holder | $10,819 | $8,989+20.4% | $12,068-10.3% | $7,344+47.3% |