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 | $127,115 | $101,724+25.0% | $164,813-22.9% | $80,856+57.2% |
| Participation rate | 81.5% | 71.8%+9.7pp | 78.6%+2.9pp | 67.6%+13.9pp |
| Annual return | 14.25% | 16.72%-2.5pp | 69.93%-55.7pp | 35.59%-21.3pp |
| Employer contribution / active EE | $3,601 | $2,953+21.9% | $4,341-17.1% | $2,755+30.7% |
| Participant deferral / active EE | $7,663 | $4,477+71.2% | $6,031+27.1% | $4,296+78.4% |
| Admin fee / account holder | $7,747 | $8,227-5.8% | $12,690-39.0% | $6,918+12.0% |