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 | $117,828 | $108,825+8.3% | $156,181-24.6% | $82,448+42.9% |
| Participation rate | 93.3% | 72.4%+21.0pp | 78.8%+14.5pp | 68.1%+25.3pp |
| Annual return | 15.70% | 20.59%-4.9pp | 64.87%-49.2pp | 41.64%-25.9pp |
| Employer contribution / active EE | $3,157 | $2,870+10.0% | $4,294-26.5% | $2,551+23.8% |
| Participant deferral / active EE | $5,496 | $4,577+20.1% | $6,132-10.4% | $4,139+32.8% |
| Admin fee / account holder | $3,340 | $9,341-64.2% | $14,586-77.1% | $7,234-53.8% |