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 | $132,585 | $109,881+20.7% | $150,045-11.6% | $84,808+56.3% |
| Participation rate | 71.4% | 76.1%-4.7pp | 82.3%-10.9pp | 68.3%+3.1pp |
| Annual return | 18.44% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $3,779 | $3,561+6.1% | $4,693-19.5% | $2,631+43.6% |
| Participant deferral / active EE | $9,036 | $6,636+36.2% | $7,997+13.0% | $4,212+114.6% |
| Admin fee / account holder | $19,105 | $8,568+123.0% | $13,435+42.2% | $7,344+160.2% |