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 | $124,986 | $148,978-16.1% | $200,582-37.7% | $84,808+47.4% |
| Participation rate | 93.8% | 84.2%+9.6pp | 86.9%+7.0pp | 68.3%+25.5pp |
| Annual return | 13.31% | 28.16%-14.9pp | 42.33%-29.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $5,709 | $4,815+18.6% | $6,419-11.1% | $2,631+117.0% |
| Participant deferral / active EE | $4,196 | $7,142-41.2% | $9,331-55.0% | $4,212-0.4% |
| Admin fee / account holder | $13,235 | $13,977-5.3% | $16,305-18.8% | $7,344+80.2% |