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 | $143,204 | $109,881+30.3% | $150,045-4.6% | $84,808+68.9% |
| Participation rate | 83.0% | 76.1%+6.9pp | 82.3%+0.7pp | 68.3%+14.7pp |
| Annual return | 19.24% | 28.25%-9.0pp | 62.55%-43.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,129 | $3,561-40.2% | $4,693-54.6% | $2,631-19.1% |
| Participant deferral / active EE | $7,815 | $6,636+17.8% | $7,997-2.3% | $4,212+85.6% |
| Admin fee / account holder | $13,258 | $8,568+54.7% | $13,435-1.3% | $7,344+80.5% |