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 | $121,010 | $109,881+10.1% | $150,045-19.4% | $84,808+42.7% |
| Participation rate | 86.9% | 76.1%+10.8pp | 82.3%+4.6pp | 68.3%+18.6pp |
| Annual return | 17.23% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,694 | $3,561+3.7% | $4,693-21.3% | $2,631+40.4% |
| Participant deferral / active EE | $6,397 | $6,636-3.6% | $7,997-20.0% | $4,212+51.9% |
| Admin fee / account holder | $1,382 | $8,568-83.9% | $13,435-89.7% | $7,344-81.2% |