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 | $130,472 | $93,571+39.4% | $135,903-4.0% | $75,163+73.6% |
| Participation rate | 85.4% | 75.2%+10.2pp | 81.9%+3.5pp | 67.2%+18.2pp |
| Annual return | 17.66% | 30.90%-13.2pp | 68.23%-50.6pp | 160.62%-143.0pp |
| Employer contribution / active EE | $3,794 | $3,537+7.3% | $4,856-21.9% | $2,670+42.1% |
| Participant deferral / active EE | $7,828 | $6,404+22.2% | $7,758+0.9% | $4,125+89.8% |
| Admin fee / account holder | $3,851 | $6,975-44.8% | $10,762-64.2% | $5,651-31.9% |