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 | $127,940 | $78,520+62.9% | $96,576+32.5% | $82,448+55.2% |
| Participation rate | 73.8% | 77.7%-3.9pp | 81.4%-7.6pp | 68.1%+5.7pp |
| Annual return | 16.68% | 41.30%-24.6pp | 38.47%-21.8pp | 41.64%-25.0pp |
| Employer contribution / active EE | $4,503 | $2,630+71.2% | $3,553+26.7% | $2,551+76.5% |
| Participant deferral / active EE | $9,935 | $6,754+47.1% | $7,956+24.9% | $4,139+140.0% |
| Admin fee / account holder | $5,584 | $13,455-58.5% | $11,381-50.9% | $7,234-22.8% |