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 | $139,189 | $94,625+47.1% | $116,228+19.8% | $84,808+64.1% |
| Participation rate | 98.5% | 70.4%+28.0pp | 74.6%+23.9pp | 68.3%+30.2pp |
| Annual return | 17.25% | 20.40%-3.2pp | 90.06%-72.8pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,457 | $2,347+4.7% | $2,994-18.0% | $2,631-6.6% |
| Participant deferral / active EE | $8,904 | $3,972+124.2% | $4,953+79.8% | $4,212+111.4% |
| Admin fee / account holder | $3,018 | $10,091-70.1% | $11,989-74.8% | $7,344-58.9% |