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 | $94,031+23.7% | $115,768+0.4% | $82,448+41.0% |
| Participation rate | 78.4% | 70.4%+8.0pp | 74.4%+4.0pp | 68.1%+10.3pp |
| Annual return | 13.59% | 20.61%-7.0pp | 100.46%-86.9pp | 41.64%-28.1pp |
| Employer contribution / active EE | $4,282 | $2,323+84.3% | $2,940+45.7% | $2,551+67.9% |
| Participant deferral / active EE | $4,051 | $3,972+2.0% | $4,917-17.6% | $4,139-2.1% |
| Admin fee / account holder | $5,906 | $10,249-42.4% | $12,439-52.5% | $7,234-18.4% |