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 | $106,749+27.7% | $145,433-6.3% | $82,448+65.3% |
| Participation rate | 84.9% | 75.6%+9.3pp | 82.1%+2.8pp | 68.1%+16.8pp |
| Annual return | 16.18% | 27.59%-11.4pp | 66.58%-50.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $3,432 | $3,444-0.4% | $4,554-24.6% | $2,551+34.5% |
| Participant deferral / active EE | $6,804 | $6,519+4.4% | $7,897-13.8% | $4,139+64.4% |
| Admin fee / account holder | $5,443 | $8,390-35.1% | $13,129-58.5% | $7,234-24.8% |