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 | $93,541 | $68,547+36.5% | $120,354-22.3% | $80,856+15.7% |
| Participation rate | 76.7% | 61.6%+15.1pp | 71.9%+4.8pp | 67.6%+9.0pp |
| Annual return | 14.14% | 23.60%-9.5pp | 107.15%-93.0pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,408 | $2,051+17.4% | $3,463-30.5% | $2,755-12.6% |
| Participant deferral / active EE | $5,352 | $3,173+68.7% | $4,991+7.2% | $4,296+24.6% |
| Admin fee / account holder | $1,323 | $5,732-76.9% | $9,423-86.0% | $6,918-80.9% |