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 | $108,163 | $91,552+18.1% | $133,956-19.3% | $79,858+35.4% |
| Participation rate | 82.7% | 73.3%+9.4pp | 79.8%+2.9pp | 69.6%+13.1pp |
| Annual return | 13.13% | 61.85%-48.7pp | 45.09%-32.0pp | 31.71%-18.6pp |
| Employer contribution / active EE | $2,138 | $2,384-10.3% | $3,919-45.4% | $2,471-13.5% |
| Participant deferral / active EE | $4,919 | $3,733+31.8% | $5,048-2.5% | $3,740+31.5% |
| Admin fee / account holder | $6,370 | $6,321+0.8% | $8,927-28.6% | $5,306+20.1% |