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 | $106,749+21.2% | $145,433-11.0% | $82,448+56.9% |
| Participation rate | 83.0% | 75.6%+7.3pp | 82.1%+0.9pp | 68.1%+14.9pp |
| Annual return | 19.44% | 27.59%-8.2pp | 66.58%-47.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $3,500 | $3,444+1.6% | $4,554-23.2% | $2,551+37.2% |
| Participant deferral / active EE | $7,630 | $6,519+17.0% | $7,897-3.4% | $4,139+84.3% |
| Admin fee / account holder | $1,805 | $8,390-78.5% | $13,129-86.3% | $7,234-75.1% |