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 | $120,305 | $90,745+32.6% | $130,231-7.6% | $75,163+60.1% |
| Participation rate | 77.9% | 71.1%+6.9pp | 76.3%+1.6pp | 67.2%+10.7pp |
| Annual return | 27.45% | 34.45%-7.0pp | 38.77%-11.3pp | 160.62%-133.2pp |
| Employer contribution / active EE | $1,868 | $3,314-43.6% | $4,126-54.7% | $2,670-30.0% |
| Participant deferral / active EE | $8,267 | $5,362+54.2% | $6,799+21.6% | $4,125+100.4% |
| Admin fee / account holder | $6,694 | $6,331+5.7% | $6,020+11.2% | $5,651+18.5% |