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 | $127,595 | $109,881+16.1% | $150,045-15.0% | $84,808+50.5% |
| Participation rate | 85.3% | 76.1%+9.2pp | 82.3%+3.0pp | 68.3%+17.0pp |
| Annual return | 15.34% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $4,174 | $3,561+17.2% | $4,693-11.1% | $2,631+58.6% |
| Participant deferral / active EE | $8,509 | $6,636+28.2% | $7,997+6.4% | $4,212+102.0% |
| Admin fee / account holder | $3,437 | $8,568-59.9% | $13,435-74.4% | $7,344-53.2% |