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 | $127,541 | $81,248+57.0% | $155,509-18.0% | $80,856+57.7% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 13.36% | 33.31%-19.9pp | 64.67%-51.3pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,116 | $3,100+0.5% | $4,672-33.3% | $2,755+13.1% |
| Participant deferral / active EE | $5,508 | $3,452+59.6% | $5,626-2.1% | $4,296+28.2% |
| Admin fee / account holder | $4,061 | $7,997-49.2% | $15,912-74.5% | $6,918-41.3% |