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 4-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 | $105,815 | $82,879+27.7% | $96,576+9.6% | $67,986+55.6% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.4%-6.4pp | 57.2%+17.8pp |
| Annual return | 25.04% | 36.90%-11.9pp | 38.47%-13.4pp | 31.67%-6.6pp |
| Employer contribution / active EE | $3,132 | $2,727+14.9% | $3,553-11.8% | $2,019+55.2% |
| Participant deferral / active EE | $13,797 | $6,976+97.8% | $7,956+73.4% | $3,358+310.9% |
| Admin fee / account holder | $22,473 | $2,783+707.4% | $11,381+97.5% | $3,203+601.6% |