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 | $135,101 | $109,881+23.0% | $150,045-10.0% | $84,808+59.3% |
| Participation rate | 81.1% | 76.1%+5.0pp | 82.3%-1.2pp | 68.3%+12.8pp |
| Annual return | 15.77% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $4,237 | $3,561+19.0% | $4,693-9.7% | $2,631+61.0% |
| Participant deferral / active EE | $7,339 | $6,636+10.6% | $7,997-8.2% | $4,212+74.3% |
| Admin fee / account holder | $7,214 | $8,568-15.8% | $13,435-46.3% | $7,344-1.8% |