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 | $124,357 | $98,750+25.9% | $149,696-16.9% | $79,858+55.7% |
| Participation rate | 92.7% | 75.8%+16.9pp | 82.5%+10.2pp | 69.6%+23.1pp |
| Annual return | 15.61% | 27.43%-11.8pp | 276.60%-261.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $3,177 | $3,216-1.2% | $4,644-31.6% | $2,471+28.6% |
| Participant deferral / active EE | $6,527 | $5,680+14.9% | $6,842-4.6% | $3,740+74.5% |
| Admin fee / account holder | $959 | $6,053-84.2% | $9,309-89.7% | $5,306-81.9% |