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 | $136,010 | $109,881+23.8% | $150,045-9.4% | $84,808+60.4% |
| Participation rate | 80.4% | 76.1%+4.3pp | 82.3%-1.9pp | 68.3%+12.1pp |
| Annual return | 16.82% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,406 | $3,561-32.4% | $4,693-48.7% | $2,631-8.5% |
| Participant deferral / active EE | $4,429 | $6,636-33.3% | $7,997-44.6% | $4,212+5.2% |
| Admin fee / account holder | $9,784 | $8,568+14.2% | $13,435-27.2% | $7,344+33.2% |