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 | $137,424 | $101,724+35.1% | $164,813-16.6% | $80,856+70.0% |
| Participation rate | 95.5% | 71.8%+23.6pp | 78.6%+16.9pp | 67.6%+27.8pp |
| Annual return | 15.44% | 16.72%-1.3pp | 69.93%-54.5pp | 35.59%-20.2pp |
| Employer contribution / active EE | $3,419 | $2,953+15.8% | $4,341-21.2% | $2,755+24.1% |
| Participant deferral / active EE | $5,675 | $4,477+26.8% | $6,031-5.9% | $4,296+32.1% |
| Admin fee / account holder | $4,839 | $8,227-41.2% | $12,690-61.9% | $6,918-30.1% |