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 | $130,765 | $109,881+19.0% | $150,045-12.8% | $84,808+54.2% |
| Participation rate | 91.5% | 76.1%+15.5pp | 82.3%+9.2pp | 68.3%+23.2pp |
| Annual return | 15.94% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,445 | $3,561-59.4% | $4,693-69.2% | $2,631-45.1% |
| Participant deferral / active EE | $8,903 | $6,636+34.2% | $7,997+11.3% | $4,212+111.4% |
| Admin fee / account holder | $4,998 | $8,568-41.7% | $13,435-62.8% | $7,344-31.9% |