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 | $130,211 | $96,557+34.9% | $80,975+60.8% | $273,961-52.5% |
| Participation rate | 85.7% | 79.1%+6.6pp | 75.8%+9.9pp | 83.0%+2.7pp |
| Annual return | 11.83% | 15.14%-3.3pp | 17.10%-5.3pp | 41.45%-29.6pp |
| Employer contribution / active EE | $5,040 | $4,868+3.5% | $3,714+35.7% | $4,869+3.5% |
| Participant deferral / active EE | $15,271 | $6,598+131.5% | $5,696+168.1% | $5,287+188.8% |
| Admin fee / account holder | $554 | $7,492-92.6% | $5,516-90.0% | $10,132-94.5% |