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 | $134,598 | $89,753+50.0% | $107,525+25.2% | $84,808+58.7% |
| Participation rate | 97.7% | 68.1%+29.7pp | 75.1%+22.7pp | 68.3%+29.4pp |
| Annual return | 17.77% | 29.48%-11.7pp | 181.32%-163.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $3,350 | $3,113+7.6% | $3,754-10.7% | $2,631+27.3% |
| Participant deferral / active EE | $9,666 | $4,056+138.3% | $5,116+88.9% | $4,212+129.5% |
| Admin fee / account holder | $3,513 | $7,222-51.4% | $8,919-60.6% | $7,344-52.2% |