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 | $84,889 | $66,098+28.4% | $101,794-16.6% | $74,304+14.2% |
| Participation rate | 71.8% | 53.8%+18.1pp | 69.2%+2.6pp | 60.3%+11.5pp |
| Annual return | 15.55% | 19.59%-4.0pp | 30.53%-15.0pp | 29.43%-13.9pp |
| Employer contribution / active EE | $3,403 | $1,082+214.6% | $2,289+48.7% | $2,241+51.8% |
| Participant deferral / active EE | $4,069 | $2,781+46.3% | $4,084-0.4% | $3,767+8.0% |
| Admin fee / account holder | $8,628 | $4,146+108.1% | $8,777-1.7% | $2,969+190.6% |