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 | $125,242 | $108,825+15.1% | $156,181-19.8% | $82,448+51.9% |
| Participation rate | 87.9% | 72.4%+15.5pp | 78.8%+9.1pp | 68.1%+19.8pp |
| Annual return | 16.41% | 20.59%-4.2pp | 64.87%-48.5pp | 41.64%-25.2pp |
| Employer contribution / active EE | $4,548 | $2,870+58.5% | $4,294+5.9% | $2,551+78.3% |
| Participant deferral / active EE | $5,692 | $4,577+24.4% | $6,132-7.2% | $4,139+37.5% |
| Admin fee / account holder | $2,219 | $9,341-76.2% | $14,586-84.8% | $7,234-69.3% |