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 | $122,539 | $89,355+37.1% | $141,162-13.2% | $72,985+67.9% |
| Participation rate | 97.2% | 75.1%+22.1pp | 82.5%+14.8pp | 69.5%+27.7pp |
| Annual return | 23.64% | 111.85%-88.2pp | 71.39%-47.8pp | 81.00%-57.4pp |
| Employer contribution / active EE | $3,444 | $3,114+10.6% | $4,735-27.3% | $2,440+41.2% |
| Participant deferral / active EE | $6,596 | $5,418+21.7% | $6,709-1.7% | $3,607+82.8% |
| Admin fee / account holder | $2,080 | $5,958-65.1% | $10,261-79.7% | $5,124-59.4% |