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 | $129,032 | $68,547+88.2% | $120,354+7.2% | $80,856+59.6% |
| Participation rate | 94.1% | 61.6%+32.5pp | 71.9%+22.2pp | 67.6%+26.5pp |
| Annual return | 12.52% | 23.60%-11.1pp | 107.15%-94.6pp | 35.59%-23.1pp |
| Employer contribution / active EE | $3,730 | $2,051+81.9% | $3,463+7.7% | $2,755+35.4% |
| Participant deferral / active EE | $4,403 | $3,173+38.7% | $4,991-11.8% | $4,296+2.5% |
| Admin fee / account holder | $3,285 | $5,732-42.7% | $9,423-65.1% | $6,918-52.5% |