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 | $116,278 | $94,625+22.9% | $116,2280% | $84,808+37.1% |
| Participation rate | 78.4% | 70.4%+7.9pp | 74.6%+3.8pp | 68.3%+10.1pp |
| Annual return | 13.59% | 20.40%-6.8pp | 90.06%-76.5pp | 40.90%-27.3pp |
| Employer contribution / active EE | $4,282 | $2,347+82.5% | $2,994+43.0% | $2,631+62.8% |
| Participant deferral / active EE | $4,051 | $3,972+2.0% | $4,953-18.2% | $4,212-3.8% |
| Admin fee / account holder | $5,906 | $10,091-41.5% | $11,989-50.7% | $7,344-19.6% |