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 | $136,650 | $106,515+28.3% | $96,683+41.3% | $139,434-2.0% |
| Participation rate | 95.8% | 77.8%+18.0pp | 74.3%+21.5pp | 80.3%+15.5pp |
| Annual return | 20.34% | 38.43%-18.1pp | 35.69%-15.4pp | 372.94%-352.6pp |
| Employer contribution / active EE | $1,970 | $4,103-52.0% | $3,737-47.3% | $4,751-58.5% |
| Participant deferral / active EE | $10,450 | $5,454+91.6% | $4,878+114.2% | $6,710+55.7% |
| Admin fee / account holder | $4,707 | $7,877-40.2% | $6,730-30.1% | $11,403-58.7% |