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 | $127,830 | $76,552+67.0% | $123,892+3.2% | $62,891+103.3% |
| Participation rate | 73.1% | 73.0%+0.1pp | 81.4%-8.3pp | 69.3%+3.8pp |
| Annual return | 6.53% | 18.68%-12.1pp | 47.52%-41.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,029 | $2,883-29.6% | $4,617-56.0% | $2,281-11.0% |
| Participant deferral / active EE | $6,027 | $4,840+24.5% | $5,984+0.7% | $3,203+88.2% |
| Admin fee / account holder | $11,471 | $4,826+137.7% | $8,357+37.3% | $4,296+167.1% |