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 | $130,797 | $83,477+56.7% | $125,175+4.5% | $72,985+79.2% |
| Participation rate | 88.2% | 73.3%+14.9pp | 79.8%+8.5pp | 69.5%+18.7pp |
| Annual return | 24.78% | 25.78%-1.0pp | 43.79%-19.0pp | 81.00%-56.2pp |
| Employer contribution / active EE | $3,523 | $2,345+50.2% | $3,865-8.9% | $2,440+44.4% |
| Participant deferral / active EE | $7,384 | $3,585+106.0% | $4,937+49.6% | $3,607+104.7% |
| Admin fee / account holder | $2,752 | $5,517-50.1% | $9,702-71.6% | $5,124-46.3% |