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 | $124,736 | $91,552+36.2% | $133,956-6.9% | $79,858+56.2% |
| Participation rate | 97.1% | 73.3%+23.7pp | 79.8%+17.2pp | 69.6%+27.4pp |
| Annual return | 21.86% | 61.85%-40.0pp | 45.09%-23.2pp | 31.71%-9.9pp |
| Employer contribution / active EE | $3,556 | $2,384+49.2% | $3,919-9.2% | $2,471+43.9% |
| Participant deferral / active EE | $3,718 | $3,733-0.4% | $5,048-26.3% | $3,740-0.6% |
| Admin fee / account holder | $5,319 | $6,321-15.8% | $8,927-40.4% | $5,306+0.2% |