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 | $122,558 | $77,634+57.9% | $156,549-21.7% | $62,891+94.9% |
| Participation rate | 75.6% | 71.2%+4.4pp | 84.0%-8.4pp | 69.3%+6.3pp |
| Annual return | 7.61% | 50.32%-42.7pp | 32.23%-24.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $2,240 | $3,444-35.0% | $5,501-59.3% | $2,281-1.8% |
| Participant deferral / active EE | $4,538 | $3,045+49.0% | $4,871-6.8% | $3,203+41.7% |
| Admin fee / account holder | $5,651 | $5,561+1.6% | $13,027-56.6% | $4,296+31.6% |