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 | $136,601 | $109,881+24.3% | $150,045-9.0% | $84,808+61.1% |
| Participation rate | 80.3% | 76.1%+4.2pp | 82.3%-2.1pp | 68.3%+12.0pp |
| Annual return | 14.26% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,235 | $3,561-9.2% | $4,693-31.1% | $2,631+23.0% |
| Participant deferral / active EE | $8,243 | $6,636+24.2% | $7,997+3.1% | $4,212+95.7% |
| Admin fee / account holder | $12,332 | $8,568+43.9% | $13,435-8.2% | $7,344+67.9% |