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 | $113,758 | $80,968+40.5% | $96,544+17.8% | $75,163+51.3% |
| Participation rate | 78.6% | 71.8%+6.8pp | 76.0%+2.6pp | 67.2%+11.4pp |
| Annual return | 16.69% | 27.06%-10.4pp | 25.84%-9.1pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,348 | $2,282+2.9% | $2,965-20.8% | $2,670-12.0% |
| Participant deferral / active EE | $5,586 | $3,928+42.2% | $4,851+15.2% | $4,125+35.4% |
| Admin fee / account holder | $26,828 | $6,724+299.0% | $8,252+225.1% | $5,651+374.8% |