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 | $143,061 | $76,552+86.9% | $123,892+15.5% | $62,891+127.5% |
| Participation rate | 75.0% | 73.0%+2.0pp | 81.4%-6.4pp | 69.3%+5.7pp |
| Annual return | 36.55% | 18.68%+17.9pp | 47.52%-11.0pp | 20.14%+16.4pp |
| Employer contribution / active EE | $3,894 | $2,883+35.1% | $4,617-15.7% | $2,281+70.7% |
| Participant deferral / active EE | $3,738 | $4,840-22.8% | $5,984-37.5% | $3,203+16.7% |
| Admin fee / account holder | $1,582 | $4,826-67.2% | $8,357-81.1% | $4,296-63.2% |