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 | $125,390 | $87,733+42.9% | $106,548+17.7% | $85,850+46.1% |
| Participation rate | 91.1% | 71.9%+19.2pp | 76.1%+15.0pp | 69.3%+21.8pp |
| Annual return | 15.87% | 21.86%-6.0pp | 26.80%-10.9pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,962 | $2,073-5.4% | $2,819-30.4% | $2,565-23.5% |
| Participant deferral / active EE | $5,629 | $3,469+62.2% | $4,398+28.0% | $3,952+42.4% |
| Admin fee / account holder | $1,400 | $6,767-79.3% | $7,407-81.1% | $6,260-77.6% |