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 | $123,275 | $62,672+96.7% | $185,117-33.4% | $70,131+75.8% |
| Participation rate | 85.2% | 63.8%+21.4pp | 77.3%+7.9pp | 69.5%+15.6pp |
| Annual return | 21.24% | 40.79%-19.6pp | 40.50%-19.3pp | 73.14%-51.9pp |
| Employer contribution / active EE | $1,698 | $1,753-3.2% | $4,182-59.4% | $2,342-27.5% |
| Participant deferral / active EE | $6,096 | $3,272+86.3% | $5,045+20.8% | $3,332+83.0% |
| Admin fee / account holder | $1,975 | $3,932-49.8% | $8,159-75.8% | $4,645-57.5% |