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 | $127,005 | $109,881+15.6% | $150,045-15.4% | $84,808+49.8% |
| Participation rate | 75.0% | 76.1%-1.1pp | 82.3%-7.3pp | 68.3%+6.7pp |
| Annual return | 15.38% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $4,281 | $3,561+20.2% | $4,693-8.8% | $2,631+62.7% |
| Participant deferral / active EE | $11,548 | $6,636+74.0% | $7,997+44.4% | $4,212+174.2% |
| Admin fee / account holder | $9,026 | $8,568+5.3% | $13,435-32.8% | $7,344+22.9% |