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 | $122,343 | $59,443+105.8% | $70,164+74.4% | $75,163+62.8% |
| Participation rate | 94.1% | 71.6%+22.5pp | 78.8%+15.3pp | 67.2%+26.9pp |
| Annual return | 13.08% | 18.53%-5.4pp | 18.87%-5.8pp | 160.62%-147.5pp |
| Employer contribution / active EE | $3,237 | $3,306-2.1% | $4,287-24.5% | $2,670+21.3% |
| Participant deferral / active EE | $3,399 | $3,653-6.9% | $5,395-37.0% | $4,125-17.6% |
| Admin fee / account holder | $489 | $4,397-88.9% | $4,561-89.3% | $5,651-91.3% |