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 | $130,197 | $109,881+18.5% | $150,045-13.2% | $84,808+53.5% |
| Participation rate | 96.4% | 76.1%+20.3pp | 82.3%+14.1pp | 68.3%+28.1pp |
| Annual return | 15.86% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,568 | $3,561+0.2% | $4,693-24.0% | $2,631+35.6% |
| Participant deferral / active EE | $8,128 | $6,636+22.5% | $7,997+1.6% | $4,212+93.0% |
| Admin fee / account holder | $2,112 | $8,568-75.3% | $13,435-84.3% | $7,344-71.2% |