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 | $121,650 | $74,927+62.4% | $101,794+19.5% | $84,808+43.4% |
| Participation rate | 73.0% | 61.4%+11.6pp | 69.2%+3.8pp | 68.3%+4.7pp |
| Annual return | 16.62% | 18.70%-2.1pp | 30.53%-13.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,304 | $1,522+117.1% | $2,289+44.4% | $2,631+25.6% |
| Participant deferral / active EE | $5,068 | $3,099+63.5% | $4,084+24.1% | $4,212+20.3% |
| Admin fee / account holder | $850 | $6,514-87.0% | $8,777-90.3% | $7,344-88.4% |