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 | $129,372 | $109,881+17.7% | $150,045-13.8% | $84,808+52.5% |
| Participation rate | 83.0% | 76.1%+6.9pp | 82.3%+0.7pp | 68.3%+14.7pp |
| Annual return | 19.44% | 28.25%-8.8pp | 62.55%-43.1pp | 40.90%-21.5pp |
| Employer contribution / active EE | $3,500 | $3,561-1.7% | $4,693-25.4% | $2,631+33.0% |
| Participant deferral / active EE | $7,630 | $6,636+15.0% | $7,997-4.6% | $4,212+81.2% |
| Admin fee / account holder | $1,805 | $8,568-78.9% | $13,435-86.6% | $7,344-75.4% |