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 | $108,219 | $72,404+49.5% | $110,238-1.8% | $64,186+68.6% |
| Participation rate | 89.3% | 73.3%+15.9pp | 79.8%+9.5pp | 69.6%+19.7pp |
| Annual return | 10.38% | -6.29%+16.7pp | 314.74%-304.4pp | 7.63%+2.8pp |
| Employer contribution / active EE | $2,339 | $2,282+2.5% | $3,826-38.9% | $2,381-1.8% |
| Participant deferral / active EE | $5,509 | $3,469+58.8% | $4,672+17.9% | $3,470+58.8% |
| Admin fee / account holder | $3,296 | $5,664-41.8% | $8,547-61.4% | $4,888-32.6% |