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 | $122,577 | $78,672+55.8% | $109,143+12.3% | $85,850+42.8% |
| Participation rate | 96.0% | 68.3%+27.7pp | 75.9%+20.1pp | 69.3%+26.7pp |
| Annual return | 12.32% | 25.09%-12.8pp | 25.75%-13.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $2,414 | $2,735-11.7% | $3,722-35.1% | $2,565-5.9% |
| Participant deferral / active EE | $1,581 | $3,467-54.4% | $4,653-66.0% | $3,952-60.0% |
| Admin fee / account holder | $5,048 | $5,469-7.7% | $6,752-25.2% | $6,260-19.4% |