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 | $130,814 | $101,763+28.5% | $164,866-20.7% | $80,874+61.8% |
| Participation rate | 83.7% | 71.8%+11.9pp | 78.6%+5.1pp | 67.6%+16.1pp |
| Annual return | 17.45% | 16.73%+0.7pp | 69.97%-52.5pp | 35.62%-18.2pp |
| Employer contribution / active EE | $2,560 | $2,954-13.4% | $4,343-41.1% | $2,756-7.1% |
| Participant deferral / active EE | $4,381 | $4,477-2.1% | $6,033-27.4% | $4,297+1.9% |
| Admin fee / account holder | $3,696 | $8,228-55.1% | $12,689-70.9% | $6,935-46.7% |