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 | $121,561 | $80,717+50.6% | $154,803-21.5% | $84,808+43.3% |
| Participation rate | 84.6% | 66.8%+17.8pp | 78.1%+6.5pp | 68.3%+16.3pp |
| Annual return | 15.62% | 37.96%-22.3pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,038 | $2,761+10.0% | $4,305-29.4% | $2,631+15.5% |
| Participant deferral / active EE | $5,653 | $3,303+71.1% | $5,540+2.0% | $4,212+34.2% |
| Admin fee / account holder | $4,370 | $6,746-35.2% | $14,329-69.5% | $7,344-40.5% |