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 | $133,575 | $109,413+22.1% | $156,263-14.5% | $84,808+57.5% |
| Participation rate | 85.7% | 72.7%+13.0pp | 78.9%+6.8pp | 68.3%+17.4pp |
| Annual return | 17.72% | 20.18%-2.5pp | 59.47%-41.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,251 | $2,907-22.6% | $4,333-48.1% | $2,631-14.4% |
| Participant deferral / active EE | $6,340 | $4,590+38.1% | $6,158+2.9% | $4,212+50.5% |
| Admin fee / account holder | $3,718 | $9,357-60.3% | $14,255-73.9% | $7,344-49.4% |