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 | $138,331 | $109,881+25.9% | $150,045-7.8% | $84,808+63.1% |
| Participation rate | 91.5% | 76.1%+15.4pp | 82.3%+9.2pp | 68.3%+23.2pp |
| Annual return | 21.25% | 28.25%-7.0pp | 62.55%-41.3pp | 40.90%-19.6pp |
| Employer contribution / active EE | $3,281 | $3,561-7.9% | $4,693-30.1% | $2,631+24.7% |
| Participant deferral / active EE | $8,258 | $6,636+24.4% | $7,997+3.3% | $4,212+96.1% |
| Admin fee / account holder | $766 | $8,568-91.1% | $13,435-94.3% | $7,344-89.6% |