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 | $127,619 | $81,460+56.7% | $103,333+23.5% | $80,856+57.8% |
| Participation rate | 95.4% | 66.8%+28.5pp | 74.5%+20.9pp | 67.6%+27.7pp |
| Annual return | 15.50% | 25.55%-10.0pp | 24.88%-9.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $3,158 | $3,105+1.7% | $3,868-18.4% | $2,755+14.6% |
| Participant deferral / active EE | $8,061 | $3,869+108.4% | $5,057+59.4% | $4,296+87.7% |
| Admin fee / account holder | $2,415 | $6,566-63.2% | $8,355-71.1% | $6,918-65.1% |