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 | $130,811 | $95,803+36.5% | $113,168+15.6% | $84,808+54.2% |
| Participation rate | 87.5% | 72.9%+14.6pp | 76.6%+10.9pp | 68.3%+19.2pp |
| Annual return | 13.11% | 25.00%-11.9pp | 24.27%-11.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,580 | $2,360-33.0% | $2,975-46.9% | $2,631-39.9% |
| Participant deferral / active EE | $5,153 | $4,242+21.5% | $5,107+0.9% | $4,212+22.3% |
| Admin fee / account holder | $4,455 | $8,989-50.4% | $12,068-63.1% | $7,344-39.3% |