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 | $115,189 | $86,286+33.5% | $111,297+3.5% | $85,850+34.2% |
| Participation rate | 80.3% | 73.3%+6.9pp | 77.3%+3.0pp | 69.3%+10.9pp |
| Annual return | 16.91% | 19.99%-3.1pp | 54.65%-37.7pp | 318.53%-301.6pp |
| Employer contribution / active EE | $2,679 | $2,043+31.1% | $2,731-1.9% | $2,565+4.4% |
| Participant deferral / active EE | $3,965 | $3,641+8.9% | $4,487-11.6% | $3,952+0.3% |
| Admin fee / account holder | $2,289 | $8,188-72.0% | $7,964-71.3% | $6,260-63.4% |