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 | $129,764 | $74,927+73.2% | $101,794+27.5% | $84,808+53.0% |
| Participation rate | 71.4% | 61.4%+10.0pp | 69.2%+2.2pp | 68.3%+3.1pp |
| Annual return | 15.65% | 18.70%-3.0pp | 30.53%-14.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,946 | $1,522+27.9% | $2,289-15.0% | $2,631-26.0% |
| Participant deferral / active EE | $4,833 | $3,099+55.9% | $4,084+18.3% | $4,212+14.7% |
| Admin fee / account holder | $5,236 | $6,514-19.6% | $8,777-40.3% | $7,344-28.7% |