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 | $137,108 | $177,572-22.8% | $154,803-11.4% | $142,382-3.7% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 15.78% | 65.07%-49.3pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $9,767 | $4,810+103.0% | $4,305+126.9% | $4,299+127.2% |
| Participant deferral / active EE | $5,756 | $6,272-8.2% | $5,540+3.9% | $6,507-11.6% |
| Admin fee / account holder | $1,779 | $16,786-89.4% | $14,329-87.6% | $12,624-85.9% |