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 | $125,136 | $101,724+23.0% | $164,813-24.1% | $80,856+54.8% |
| Participation rate | 97.4% | 71.8%+25.6pp | 78.6%+18.8pp | 67.6%+29.8pp |
| Annual return | 13.29% | 16.72%-3.4pp | 69.93%-56.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $5,316 | $2,953+80.0% | $4,341+22.5% | $2,755+93.0% |
| Participant deferral / active EE | $5,873 | $4,477+31.2% | $6,031-2.6% | $4,296+36.7% |
| Admin fee / account holder | $8,581 | $8,227+4.3% | $12,690-32.4% | $6,918+24.0% |