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 | $112,986 | $65,365+72.9% | $92,893+21.6% | $72,985+54.8% |
| Participation rate | 76.9% | 68.3%+8.6pp | 76.0%+0.9pp | 69.5%+7.4pp |
| Annual return | 23.92% | 42.10%-18.2pp | 109.41%-85.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $3,156 | $2,594+21.7% | $3,653-13.6% | $2,440+29.4% |
| Participant deferral / active EE | $5,193 | $3,128+66.0% | $4,236+22.6% | $3,607+44.0% |
| Admin fee / account holder | $5,633 | $4,251+32.5% | $5,794-2.8% | $5,124+9.9% |