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 | $138,502 | $109,881+26.0% | $150,045-7.7% | $84,808+63.3% |
| Participation rate | 93.0% | 76.1%+16.9pp | 82.3%+10.7pp | 68.3%+24.7pp |
| Annual return | 14.63% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,586 | $3,561+0.7% | $4,693-23.6% | $2,631+36.3% |
| Participant deferral / active EE | $8,663 | $6,636+30.5% | $7,997+8.3% | $4,212+105.7% |
| Admin fee / account holder | $6,334 | $8,568-26.1% | $13,435-52.9% | $7,344-13.7% |