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 | $135,068 | $78,926+71.1% | $136,749-1.2% | $84,808+59.3% |
| Participation rate | 89.3% | 62.2%+27.1pp | 72.1%+17.1pp | 68.3%+21.0pp |
| Annual return | 15.17% | 18.17%-3.0pp | 24.33%-9.2pp | 40.90%-25.7pp |
| Employer contribution / active EE | $4,789 | $2,134+124.4% | $3,400+40.9% | $2,631+82.0% |
| Participant deferral / active EE | $7,117 | $3,168+124.6% | $4,692+51.7% | $4,212+69.0% |
| Admin fee / account holder | $770 | $6,369-87.9% | $11,386-93.2% | $7,344-89.5% |