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 | $107,818 | $77,634+38.9% | $156,549-31.1% | $62,891+71.4% |
| Participation rate | 75.0% | 71.2%+3.8pp | 84.0%-9.0pp | 69.3%+5.7pp |
| Annual return | 8.12% | 50.32%-42.2pp | 32.23%-24.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $3,588 | $3,444+4.2% | $5,501-34.8% | $2,281+57.3% |
| Participant deferral / active EE | $4,675 | $3,045+53.5% | $4,871-4.0% | $3,203+46.0% |
| Admin fee / account holder | $5,290 | $5,561-4.9% | $13,027-59.4% | $4,296+23.2% |