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 | $139,584 | $73,933+88.8% | $96,683+44.4% | $75,163+85.7% |
| Participation rate | 92.1% | 66.4%+25.7pp | 74.3%+17.8pp | 67.2%+24.9pp |
| Annual return | 16.87% | 26.70%-9.8pp | 35.69%-18.8pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,299 | $2,928-55.6% | $3,737-65.2% | $2,670-51.4% |
| Participant deferral / active EE | $4,389 | $3,659+20.0% | $4,878-10.0% | $4,125+6.4% |
| Admin fee / account holder | $5,282 | $5,216+1.3% | $6,730-21.5% | $5,651-6.5% |