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 | $101,147 | $87,733+15.3% | $106,548-5.1% | $85,850+17.8% |
| Participation rate | 95.5% | 71.9%+23.5pp | 76.1%+19.3pp | 69.3%+26.1pp |
| Annual return | 13.03% | 21.86%-8.8pp | 26.80%-13.8pp | 318.53%-305.5pp |
| Employer contribution / active EE | $2,195 | $2,073+5.9% | $2,819-22.1% | $2,565-14.4% |
| Participant deferral / active EE | $6,302 | $3,469+81.7% | $4,398+43.3% | $3,952+59.5% |
| Admin fee / account holder | $12,775 | $6,767+88.8% | $7,407+72.5% | $6,260+104.1% |