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 | $141,228 | $109,881+28.5% | $150,045-5.9% | $84,808+66.5% |
| Participation rate | 95.7% | 76.1%+19.7pp | 82.3%+13.4pp | 68.3%+27.4pp |
| Annual return | 17.19% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,274 | $3,561-36.1% | $4,693-51.5% | $2,631-13.6% |
| Participant deferral / active EE | $8,820 | $6,636+32.9% | $7,997+10.3% | $4,212+109.4% |
| Admin fee / account holder | $1,783 | $8,568-79.2% | $13,435-86.7% | $7,344-75.7% |