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 | $134,683 | $148,978-9.6% | $200,582-32.9% | $84,808+58.8% |
| Participation rate | 88.9% | 84.2%+4.7pp | 86.9%+2.0pp | 68.3%+20.6pp |
| Annual return | 15.03% | 28.16%-13.1pp | 42.33%-27.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $13,128 | $4,815+172.6% | $6,419+104.5% | $2,631+399.0% |
| Participant deferral / active EE | $7,583 | $7,142+6.2% | $9,331-18.7% | $4,212+80.0% |
| Admin fee / account holder | $15,413 | $13,977+10.3% | $16,305-5.5% | $7,344+109.9% |