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 | $123,431 | $67,411+83.1% | $91,001+35.6% | $70,131+76.0% |
| Participation rate | 97.5% | 71.4%+26.1pp | 75.6%+21.9pp | 69.5%+28.0pp |
| Annual return | 14.68% | -40.16%+54.8pp | 4.60%+10.1pp | 73.14%-58.5pp |
| Employer contribution / active EE | $2,995 | $1,786+67.7% | $2,456+22.0% | $2,342+27.9% |
| Participant deferral / active EE | $4,170 | $2,823+47.7% | $3,547+17.6% | $3,332+25.2% |
| Admin fee / account holder | $7,942 | $4,236+87.5% | $5,417+46.6% | $4,645+71.0% |