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 | $126,222 | $109,881+14.9% | $150,045-15.9% | $84,808+48.8% |
| Participation rate | 88.5% | 76.1%+12.4pp | 82.3%+6.1pp | 68.3%+20.2pp |
| Annual return | 15.65% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,777 | $3,561-50.1% | $4,693-62.1% | $2,631-32.5% |
| Participant deferral / active EE | $5,183 | $6,636-21.9% | $7,997-35.2% | $4,212+23.1% |
| Admin fee / account holder | $6,349 | $8,568-25.9% | $13,435-52.7% | $7,344-13.5% |