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 | $124,352 | $108,825+14.3% | $156,181-20.4% | $82,448+50.8% |
| Participation rate | 97.1% | 72.4%+24.7pp | 78.8%+18.3pp | 68.1%+29.0pp |
| Annual return | 17.65% | 20.59%-2.9pp | 64.87%-47.2pp | 41.64%-24.0pp |
| Employer contribution / active EE | $2,709 | $2,870-5.6% | $4,294-36.9% | $2,551+6.2% |
| Participant deferral / active EE | $6,429 | $4,577+40.5% | $6,132+4.8% | $4,139+55.3% |
| Admin fee / account holder | $4,199 | $9,341-55.1% | $14,586-71.2% | $7,234-42.0% |