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 | $133,340 | $109,881+21.3% | $150,045-11.1% | $84,808+57.2% |
| Participation rate | 96.9% | 76.1%+20.8pp | 82.3%+14.6pp | 68.3%+28.6pp |
| Annual return | 17.19% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,407 | $3,561-4.3% | $4,693-27.4% | $2,631+29.5% |
| Participant deferral / active EE | $10,032 | $6,636+51.2% | $7,997+25.4% | $4,212+138.2% |
| Admin fee / account holder | $2,997 | $8,568-65.0% | $13,435-77.7% | $7,344-59.2% |