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 | $115,175 | $109,359+5.3% | $162,163-29.0% | $72,985+57.8% |
| Participation rate | 97.1% | 84.3%+12.8pp | 87.6%+9.5pp | 69.5%+27.6pp |
| Annual return | 22.11% | 25.46%-3.3pp | 115.59%-93.5pp | 81.00%-58.9pp |
| Employer contribution / active EE | $5,867 | $3,907+50.2% | $5,614+4.5% | $2,440+140.5% |
| Participant deferral / active EE | $4,965 | $5,481-9.4% | $7,298-32.0% | $3,607+37.6% |
| Admin fee / account holder | $7,587 | $7,972-4.8% | $10,843-30.0% | $5,124+48.1% |