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 | $94,578 | $71,050+33.1% | $93,606+1.0% | $80,856+17.0% |
| Participation rate | 76.1% | 60.4%+15.7pp | 68.7%+7.4pp | 67.6%+8.4pp |
| Annual return | 11.18% | 11.26%-0.1pp | 133.20%-122.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $2,398 | $1,564+53.4% | $2,420-0.9% | $2,755-12.9% |
| Participant deferral / active EE | $5,285 | $4,034+31.0% | $4,411+19.8% | $4,296+23.0% |
| Admin fee / account holder | $7,537 | $6,945+8.5% | $8,285-9.0% | $6,918+9.0% |