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 | $77,896+73.4% | $134,172+0.7% | $82,448+63.8% |
| Participation rate | 89.3% | 62.8%+26.5pp | 72.5%+16.8pp | 68.1%+21.2pp |
| Annual return | 15.17% | 18.21%-3.0pp | 25.30%-10.1pp | 41.64%-26.5pp |
| Employer contribution / active EE | $4,789 | $2,159+121.8% | $3,420+40.0% | $2,551+87.7% |
| Participant deferral / active EE | $7,117 | $3,162+125.1% | $4,690+51.7% | $4,139+71.9% |
| Admin fee / account holder | $770 | $6,336-87.8% | $12,016-93.6% | $7,234-89.4% |