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 | $130,890 | $74,927+74.7% | $101,794+28.6% | $84,808+54.3% |
| Participation rate | 89.6% | 61.4%+28.1pp | 69.2%+20.4pp | 68.3%+21.2pp |
| Annual return | 13.10% | 18.70%-5.6pp | 30.53%-17.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,910 | $1,522+91.2% | $2,289+27.2% | $2,631+10.6% |
| Participant deferral / active EE | $4,534 | $3,099+46.3% | $4,084+11.0% | $4,212+7.7% |
| Admin fee / account holder | $2,809 | $6,514-56.9% | $8,777-68.0% | $7,344-61.8% |