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 | $126,254 | $83,477+51.2% | $125,175+0.9% | $72,985+73.0% |
| Participation rate | 89.7% | 73.3%+16.3pp | 79.8%+9.9pp | 69.5%+20.2pp |
| Annual return | 24.67% | 25.78%-1.1pp | 43.79%-19.1pp | 81.00%-56.3pp |
| Employer contribution / active EE | $1,562 | $2,345-33.4% | $3,865-59.6% | $2,440-36.0% |
| Participant deferral / active EE | $2,972 | $3,585-17.1% | $4,937-39.8% | $3,607-17.6% |
| Admin fee / account holder | $1,268 | $5,517-77.0% | $9,702-86.9% | $5,124-75.3% |