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 | $111,238 | $67,411+65.0% | $91,001+22.2% | $70,131+58.6% |
| Participation rate | 79.1% | 71.4%+7.7pp | 75.6%+3.5pp | 69.5%+9.5pp |
| Annual return | 20.52% | -40.16%+60.7pp | 4.60%+15.9pp | 73.14%-52.6pp |
| Employer contribution / active EE | $2,052 | $1,786+14.9% | $2,456-16.4% | $2,342-12.4% |
| Participant deferral / active EE | $4,648 | $2,823+64.7% | $3,547+31.0% | $3,332+39.5% |
| Admin fee / account holder | $1,395 | $4,236-67.1% | $5,417-74.3% | $4,645-70.0% |