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 | $132,107 | $109,881+20.2% | $150,045-12.0% | $84,808+55.8% |
| Participation rate | 80.0% | 76.1%+3.9pp | 82.3%-2.3pp | 68.3%+11.7pp |
| Annual return | 14.34% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,641 | $3,561-53.9% | $4,693-65.0% | $2,631-37.6% |
| Participant deferral / active EE | $8,332 | $6,636+25.6% | $7,997+4.2% | $4,212+97.8% |
| Admin fee / account holder | $40,597 | $8,568+373.8% | $13,435+202.2% | $7,344+452.8% |