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 | $130,183 | $83,477+56.0% | $125,175+4.0% | $72,985+78.4% |
| Participation rate | 90.0% | 73.3%+16.7pp | 79.8%+10.2pp | 69.5%+20.5pp |
| Annual return | 22.48% | 25.78%-3.3pp | 43.79%-21.3pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,836 | $2,345-21.7% | $3,865-52.5% | $2,440-24.8% |
| Participant deferral / active EE | $6,140 | $3,585+71.3% | $4,937+24.4% | $3,607+70.2% |
| Admin fee / account holder | $4,124 | $5,517-25.3% | $9,702-57.5% | $5,124-19.5% |