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 | $121,938 | $109,881+11.0% | $150,045-18.7% | $84,808+43.8% |
| Participation rate | 92.6% | 76.1%+16.5pp | 82.3%+10.3pp | 68.3%+24.3pp |
| Annual return | 18.51% | 28.25%-9.7pp | 62.55%-44.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $3,489 | $3,561-2.0% | $4,693-25.7% | $2,631+32.6% |
| Participant deferral / active EE | $8,988 | $6,636+35.4% | $7,997+12.4% | $4,212+113.4% |
| Admin fee / account holder | $9,236 | $8,568+7.8% | $13,435-31.3% | $7,344+25.8% |