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 | $127,140 | $109,359+16.3% | $162,163-21.6% | $72,985+74.2% |
| Participation rate | 92.3% | 84.3%+8.1pp | 87.6%+4.8pp | 69.5%+22.8pp |
| Annual return | 23.27% | 25.46%-2.2pp | 115.59%-92.3pp | 81.00%-57.7pp |
| Employer contribution / active EE | $3,133 | $3,907-19.8% | $5,614-44.2% | $2,440+28.4% |
| Participant deferral / active EE | $3,199 | $5,481-41.6% | $7,298-56.2% | $3,607-11.3% |
| Admin fee / account holder | $15,941 | $7,972+100.0% | $10,843+47.0% | $5,124+211.1% |