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 | $134,994 | $109,881+22.9% | $150,045-10.0% | $84,808+59.2% |
| Participation rate | 88.5% | 76.1%+12.4pp | 82.3%+6.1pp | 68.3%+20.2pp |
| Annual return | 15.30% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,307 | $3,561-35.2% | $4,693-50.8% | $2,631-12.3% |
| Participant deferral / active EE | $5,296 | $6,636-20.2% | $7,997-33.8% | $4,212+25.7% |
| Admin fee / account holder | $681 | $8,568-92.1% | $13,435-94.9% | $7,344-90.7% |