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 | $123,408 | $93,571+31.9% | $135,903-9.2% | $75,163+64.2% |
| Participation rate | 92.5% | 75.2%+17.3pp | 81.9%+10.6pp | 67.2%+25.3pp |
| Annual return | 20.28% | 30.90%-10.6pp | 68.23%-48.0pp | 160.62%-140.3pp |
| Employer contribution / active EE | $3,804 | $3,537+7.6% | $4,856-21.7% | $2,670+42.5% |
| Participant deferral / active EE | $4,315 | $6,404-32.6% | $7,758-44.4% | $4,125+4.6% |
| Admin fee / account holder | $2,811 | $6,975-59.7% | $10,762-73.9% | $5,651-50.2% |