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 | $134,108 | $109,881+22.0% | $150,045-10.6% | $84,808+58.1% |
| Participation rate | 92.2% | 76.1%+16.1pp | 82.3%+9.8pp | 68.3%+23.8pp |
| Annual return | 14.58% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,525 | $3,561-1.0% | $4,693-24.9% | $2,631+34.0% |
| Participant deferral / active EE | $11,298 | $6,636+70.3% | $7,997+41.3% | $4,212+168.3% |
| Admin fee / account holder | $2,273 | $8,568-73.5% | $13,435-83.1% | $7,344-69.1% |