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 | $142,970 | $125,758+13.7% | $169,993-15.9% | $75,163+90.2% |
| Participation rate | 85.4% | 83.6%+1.8pp | 87.0%-1.6pp | 67.2%+18.2pp |
| Annual return | 17.02% | 27.20%-10.2pp | 53.37%-36.3pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,262 | $4,615-51.0% | $6,785-66.7% | $2,670-15.3% |
| Participant deferral / active EE | $3,888 | $6,837-43.1% | $10,408-62.6% | $4,125-5.7% |
| Admin fee / account holder | $3,987 | $8,173-51.2% | $12,815-68.9% | $5,651-29.5% |