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 | $131,240 | $95,803+37.0% | $113,168+16.0% | $84,808+54.7% |
| Participation rate | 97.9% | 72.9%+25.1pp | 76.6%+21.4pp | 68.3%+29.6pp |
| Annual return | 16.65% | 25.00%-8.4pp | 24.27%-7.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,686 | $2,360+13.8% | $2,975-9.7% | $2,631+2.1% |
| Participant deferral / active EE | $5,272 | $4,242+24.3% | $5,107+3.2% | $4,212+25.2% |
| Admin fee / account holder | $6,234 | $8,989-30.6% | $12,068-48.3% | $7,344-15.1% |