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 | $136,275 | $109,881+24.0% | $150,045-9.2% | $84,808+60.7% |
| Participation rate | 84.9% | 76.1%+8.8pp | 82.3%+2.6pp | 68.3%+16.6pp |
| Annual return | 16.18% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,432 | $3,561-3.6% | $4,693-26.9% | $2,631+30.5% |
| Participant deferral / active EE | $6,804 | $6,636+2.5% | $7,997-14.9% | $4,212+61.6% |
| Admin fee / account holder | $5,443 | $8,568-36.5% | $13,435-59.5% | $7,344-25.9% |