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 | $134,716 | $109,881+22.6% | $150,045-10.2% | $84,808+58.8% |
| Participation rate | 89.8% | 76.1%+13.7pp | 82.3%+7.5pp | 68.3%+21.5pp |
| Annual return | 16.27% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,266 | $3,561-8.3% | $4,693-30.4% | $2,631+24.1% |
| Participant deferral / active EE | $12,583 | $6,636+89.6% | $7,997+57.3% | $4,212+198.8% |
| Admin fee / account holder | $19,303 | $8,568+125.3% | $13,435+43.7% | $7,344+162.9% |