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 | $121,141 | $109,881+10.2% | $150,045-19.3% | $84,808+42.8% |
| Participation rate | 81.8% | 76.1%+5.7pp | 82.3%-0.5pp | 68.3%+13.5pp |
| Annual return | 21.47% | 28.25%-6.8pp | 62.55%-41.1pp | 40.90%-19.4pp |
| Employer contribution / active EE | $3,817 | $3,561+7.2% | $4,693-18.7% | $2,631+45.1% |
| Participant deferral / active EE | $9,839 | $6,636+48.3% | $7,997+23.0% | $4,212+133.6% |
| Admin fee / account holder | $3,369 | $8,568-60.7% | $13,435-74.9% | $7,344-54.1% |