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 | $117,921 | $72,277+63.2% | $101,248+16.5% | $79,858+47.7% |
| Participation rate | 84.4% | 68.5%+16.0pp | 75.8%+8.6pp | 69.6%+14.8pp |
| Annual return | 20.55% | 22.30%-1.7pp | 46.47%-25.9pp | 31.71%-11.2pp |
| Employer contribution / active EE | $2,109 | $2,692-21.6% | $3,660-42.4% | $2,471-14.6% |
| Participant deferral / active EE | $7,103 | $3,282+116.5% | $4,370+62.5% | $3,740+89.9% |
| Admin fee / account holder | $3,231 | $4,400-26.6% | $5,945-45.7% | $5,306-39.1% |