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 | $116,975 | $96,484+21.2% | $156,263-25.1% | $74,304+57.4% |
| Participation rate | 83.9% | 67.7%+16.3pp | 78.9%+5.0pp | 60.3%+23.6pp |
| Annual return | 13.15% | 17.73%-4.6pp | 59.47%-46.3pp | 29.43%-16.3pp |
| Employer contribution / active EE | $3,925 | $2,528+55.2% | $4,333-9.4% | $2,241+75.1% |
| Participant deferral / active EE | $6,686 | $4,286+56.0% | $6,158+8.6% | $3,767+77.5% |
| Admin fee / account holder | $5,762 | $3,728+54.6% | $14,255-59.6% | $2,969+94.1% |