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 | $134,030 | $80,717+66.0% | $154,803-13.4% | $84,808+58.0% |
| Participation rate | 97.1% | 66.8%+30.2pp | 78.1%+19.0pp | 68.3%+28.7pp |
| Annual return | 17.18% | 37.96%-20.8pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $4,918 | $2,761+78.1% | $4,305+14.2% | $2,631+86.9% |
| Participant deferral / active EE | $5,230 | $3,303+58.3% | $5,540-5.6% | $4,212+24.2% |
| Admin fee / account holder | $6,164 | $6,746-8.6% | $14,329-57.0% | $7,344-16.1% |