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 | $134,513 | $109,881+22.4% | $150,045-10.4% | $84,808+58.6% |
| Participation rate | 97.7% | 76.1%+21.6pp | 82.3%+15.4pp | 68.3%+29.4pp |
| Annual return | 18.72% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $3,278 | $3,561-7.9% | $4,693-30.1% | $2,631+24.6% |
| Participant deferral / active EE | $8,264 | $6,636+24.5% | $7,997+3.3% | $4,212+96.2% |
| Admin fee / account holder | $5,918 | $8,568-30.9% | $13,435-55.9% | $7,344-19.4% |