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 | $137,750 | $109,413+25.9% | $156,263-11.8% | $84,808+62.4% |
| Participation rate | 71.0% | 72.7%-1.7pp | 78.9%-7.9pp | 68.3%+2.7pp |
| Annual return | 20.30% | 20.18%+0.1pp | 59.47%-39.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $3,518 | $2,907+21.0% | $4,333-18.8% | $2,631+33.7% |
| Participant deferral / active EE | $8,566 | $4,590+86.6% | $6,158+39.1% | $4,212+103.4% |
| Admin fee / account holder | $7,964 | $9,357-14.9% | $14,255-44.1% | $7,344+8.4% |