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 | $128,740 | $109,881+17.2% | $150,045-14.2% | $84,808+51.8% |
| Participation rate | 96.8% | 76.1%+20.7pp | 82.3%+14.5pp | 68.3%+28.5pp |
| Annual return | 19.04% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $7,002 | $3,561+96.6% | $4,693+49.2% | $2,631+166.1% |
| Participant deferral / active EE | $7,697 | $6,636+16.0% | $7,997-3.7% | $4,212+82.8% |
| Admin fee / account holder | $339 | $8,568-96.0% | $13,435-97.5% | $7,344-95.4% |