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 | $127,387 | $109,881+15.9% | $150,045-15.1% | $84,808+50.2% |
| Participation rate | 88.6% | 76.1%+12.6pp | 82.3%+6.3pp | 68.3%+20.3pp |
| Annual return | 17.47% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,137 | $3,561-40.0% | $4,693-54.5% | $2,631-18.8% |
| Participant deferral / active EE | $8,582 | $6,636+29.3% | $7,997+7.3% | $4,212+103.8% |
| Admin fee / account holder | $5,106 | $8,568-40.4% | $13,435-62.0% | $7,344-30.5% |