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 | $135,470 | $106,515+27.2% | $96,683+40.1% | $139,434-2.8% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 17.74% | 38.43%-20.7pp | 35.69%-18.0pp | 372.94%-355.2pp |
| Employer contribution / active EE | $5,699 | $4,103+38.9% | $3,737+52.5% | $4,751+20.0% |
| Participant deferral / active EE | $5,407 | $5,454-0.9% | $4,878+10.8% | $6,710-19.4% |
| Admin fee / account holder | $5,319 | $7,877-32.5% | $6,730-21.0% | $11,403-53.3% |