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 | $106,749+14.2% | $145,433-16.2% | $82,448+47.9% |
| Participation rate | 92.6% | 75.6%+16.9pp | 82.1%+10.5pp | 68.1%+24.5pp |
| Annual return | 18.51% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $3,489 | $3,444+1.3% | $4,554-23.4% | $2,551+36.8% |
| Participant deferral / active EE | $8,988 | $6,519+37.9% | $7,897+13.8% | $4,139+117.1% |
| Admin fee / account holder | $9,236 | $8,390+10.1% | $13,129-29.7% | $7,234+27.7% |