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 | $121,806 | $89,355+36.3% | $141,162-13.7% | $72,985+66.9% |
| Participation rate | 91.9% | 75.1%+16.8pp | 82.5%+9.5pp | 69.5%+22.4pp |
| Annual return | 27.31% | 111.85%-84.5pp | 71.39%-44.1pp | 81.00%-53.7pp |
| Employer contribution / active EE | $3,311 | $3,114+6.3% | $4,735-30.1% | $2,440+35.7% |
| Participant deferral / active EE | $7,056 | $5,418+30.2% | $6,709+5.2% | $3,607+95.6% |
| Admin fee / account holder | $1,730 | $5,958-71.0% | $10,261-83.1% | $5,124-66.2% |