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 | $111,187 | $67,411+64.9% | $91,001+22.2% | $70,131+58.5% |
| Participation rate | 93.9% | 71.4%+22.6pp | 75.6%+18.3pp | 69.5%+24.4pp |
| Annual return | 18.70% | -40.16%+58.9pp | 4.60%+14.1pp | 73.14%-54.4pp |
| Employer contribution / active EE | $4,517 | $1,786+152.9% | $2,456+84.0% | $2,342+92.9% |
| Participant deferral / active EE | $4,245 | $2,823+50.4% | $3,547+19.7% | $3,332+27.4% |
| Admin fee / account holder | $1,184 | $4,236-72.0% | $5,417-78.1% | $4,645-74.5% |