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 | $126,188 | $109,881+14.8% | $150,045-15.9% | $84,808+48.8% |
| Participation rate | 89.7% | 76.1%+13.6pp | 82.3%+7.3pp | 68.3%+21.3pp |
| Annual return | 21.73% | 28.25%-6.5pp | 62.55%-40.8pp | 40.90%-19.2pp |
| Employer contribution / active EE | $4,273 | $3,561+20.0% | $4,693-8.9% | $2,631+62.4% |
| Participant deferral / active EE | $9,243 | $6,636+39.3% | $7,997+15.6% | $4,212+119.5% |
| Admin fee / account holder | $2,921 | $8,568-65.9% | $13,435-78.3% | $7,344-60.2% |