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 | $110,689 | $93,571+18.3% | $135,903-18.6% | $75,163+47.3% |
| Participation rate | 98.1% | 75.2%+22.9pp | 81.9%+16.2pp | 67.2%+30.9pp |
| Annual return | 16.68% | 30.90%-14.2pp | 68.23%-51.6pp | 160.62%-143.9pp |
| Employer contribution / active EE | $3,580 | $3,537+1.2% | $4,856-26.3% | $2,670+34.1% |
| Participant deferral / active EE | $7,150 | $6,404+11.7% | $7,758-7.8% | $4,125+73.3% |
| Admin fee / account holder | $4,074 | $6,975-41.6% | $10,762-62.1% | $5,651-27.9% |