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 | $143,846 | $109,881+30.9% | $150,045-4.1% | $84,808+69.6% |
| Participation rate | 82.8% | 76.1%+6.7pp | 82.3%+0.4pp | 68.3%+14.4pp |
| Annual return | 15.14% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $4,210 | $3,561+18.2% | $4,693-10.3% | $2,631+60.0% |
| Participant deferral / active EE | $11,066 | $6,636+66.8% | $7,997+38.4% | $4,212+162.7% |
| Admin fee / account holder | $2,326 | $8,568-72.9% | $13,435-82.7% | $7,344-68.3% |