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 | $131,198 | $80,673+62.6% | $101,326+29.5% | $84,808+54.7% |
| Participation rate | 97.2% | 77.8%+19.4pp | 81.5%+15.7pp | 68.3%+28.9pp |
| Annual return | 16.70% | 38.95%-22.3pp | 36.82%-20.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,895 | $2,698-29.8% | $3,665-48.3% | $2,631-28.0% |
| Participant deferral / active EE | $7,346 | $6,840+7.4% | $7,994-8.1% | $4,212+74.4% |
| Admin fee / account holder | $13,105 | $12,784+2.5% | $11,185+17.2% | $7,344+78.5% |