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 | $125,385 | $109,881+14.1% | $150,045-16.4% | $84,808+47.8% |
| Participation rate | 92.9% | 76.1%+16.8pp | 82.3%+10.5pp | 68.3%+24.5pp |
| Annual return | 16.87% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,839 | $3,561-48.4% | $4,693-60.8% | $2,631-30.1% |
| Participant deferral / active EE | $10,583 | $6,636+59.5% | $7,997+32.3% | $4,212+151.3% |
| Admin fee / account holder | $8,006 | $8,568-6.6% | $13,435-40.4% | $7,344+9.0% |