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 | $136,444 | $109,413+24.7% | $156,263-12.7% | $84,808+60.9% |
| Participation rate | 95.8% | 72.7%+23.1pp | 78.9%+16.9pp | 68.3%+27.5pp |
| Annual return | 16.70% | 20.18%-3.5pp | 59.47%-42.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,189 | $2,907+9.7% | $4,333-26.4% | $2,631+21.2% |
| Participant deferral / active EE | $7,430 | $4,590+61.9% | $6,158+20.6% | $4,212+76.4% |
| Admin fee / account holder | $15,518 | $9,357+65.8% | $14,255+8.9% | $7,344+111.3% |