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 | $126,516 | $93,571+35.2% | $135,903-6.9% | $75,163+68.3% |
| Participation rate | 86.5% | 75.2%+11.3pp | 81.9%+4.6pp | 67.2%+19.3pp |
| Annual return | 23.48% | 30.90%-7.4pp | 68.23%-44.8pp | 160.62%-137.1pp |
| Employer contribution / active EE | $2,453 | $3,537-30.6% | $4,856-49.5% | $2,670-8.1% |
| Participant deferral / active EE | $6,165 | $6,404-3.7% | $7,758-20.5% | $4,125+49.5% |
| Admin fee / account holder | $11,264 | $6,975+61.5% | $10,762+4.7% | $5,651+99.3% |