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 | $133,678 | $108,825+22.8% | $156,181-14.4% | $82,448+62.1% |
| Participation rate | 84.6% | 72.4%+12.2pp | 78.8%+5.8pp | 68.1%+16.5pp |
| Annual return | 12.82% | 20.59%-7.8pp | 64.87%-52.1pp | 41.64%-28.8pp |
| Employer contribution / active EE | $3,035 | $2,870+5.8% | $4,294-29.3% | $2,551+19.0% |
| Participant deferral / active EE | $7,245 | $4,577+58.3% | $6,132+18.2% | $4,139+75.0% |
| Admin fee / account holder | $4,409 | $9,341-52.8% | $14,586-69.8% | $7,234-39.1% |