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 | $101,724+28.6% | $164,813-20.6% | $80,856+61.8% |
| Participation rate | 83.7% | 71.8%+11.9pp | 78.6%+5.1pp | 67.6%+16.1pp |
| Annual return | 17.45% | 16.72%+0.7pp | 69.93%-52.5pp | 35.59%-18.1pp |
| Employer contribution / active EE | $2,560 | $2,953-13.3% | $4,341-41.0% | $2,755-7.1% |
| Participant deferral / active EE | $4,381 | $4,477-2.2% | $6,031-27.4% | $4,296+2.0% |
| Admin fee / account holder | $3,696 | $8,227-55.1% | $12,690-70.9% | $6,918-46.6% |