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 | $139,189 | $123,793+12.4% | $177,821-21.7% | $79,858+74.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 18.09% | 22.82%-4.7pp | 48.32%-30.2pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,676 | $4,095-59.1% | $5,918-71.7% | $2,471-32.2% |
| Participant deferral / active EE | $6,674 | $5,956+12.0% | $7,714-13.5% | $3,740+78.4% |
| Admin fee / account holder | $7,478 | $7,243+3.2% | $12,427-39.8% | $5,306+40.9% |