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 | $132,905 | $109,881+21.0% | $150,045-11.4% | $84,808+56.7% |
| Participation rate | 97.1% | 76.1%+21.1pp | 82.3%+14.8pp | 68.3%+28.8pp |
| Annual return | 16.69% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,080 | $3,561-13.5% | $4,693-34.4% | $2,631+17.1% |
| Participant deferral / active EE | $8,016 | $6,636+20.8% | $7,997+0.2% | $4,212+90.3% |
| Admin fee / account holder | $3,311 | $8,568-61.4% | $13,435-75.4% | $7,344-54.9% |