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 | $132,050 | $89,355+47.8% | $141,162-6.5% | $72,985+80.9% |
| Participation rate | 97.1% | 75.1%+21.9pp | 82.5%+14.6pp | 69.5%+27.6pp |
| Annual return | 22.38% | 111.85%-89.5pp | 71.39%-49.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $3,225 | $3,114+3.6% | $4,735-31.9% | $2,440+32.2% |
| Participant deferral / active EE | $6,779 | $5,418+25.1% | $6,709+1.0% | $3,607+87.9% |
| Admin fee / account holder | $2,990 | $5,958-49.8% | $10,261-70.9% | $5,124-41.7% |