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 | $142,176 | $109,359+30.0% | $162,163-12.3% | $72,985+94.8% |
| Participation rate | 86.5% | 84.3%+2.3pp | 87.6%-1.0pp | 69.5%+17.1pp |
| Annual return | 20.80% | 25.46%-4.7pp | 115.59%-94.8pp | 81.00%-60.2pp |
| Employer contribution / active EE | $7,578 | $3,907+93.9% | $5,614+35.0% | $2,440+210.6% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,189 | $7,972-85.1% | $10,843-89.0% | $5,124-76.8% |