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 | $139,852 | $93,571+49.5% | $135,903+2.9% | $75,163+86.1% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 16.86% | 30.90%-14.0pp | 68.23%-51.4pp | 160.62%-143.8pp |
| Employer contribution / active EE | $2,427 | $3,537-31.4% | $4,856-50.0% | $2,670-9.1% |
| Participant deferral / active EE | $7,823 | $6,404+22.2% | $7,758+0.8% | $4,125+89.6% |
| Admin fee / account holder | $8,288 | $6,975+18.8% | $10,762-23.0% | $5,651+46.7% |