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 | $138,975 | $109,881+26.5% | $150,045-7.4% | $84,808+63.9% |
| Participation rate | 97.3% | 76.1%+21.2pp | 82.3%+15.0pp | 68.3%+29.0pp |
| Annual return | 14.70% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $5,308 | $3,561+49.0% | $4,693+13.1% | $2,631+101.7% |
| Participant deferral / active EE | $5,032 | $6,636-24.2% | $7,997-37.1% | $4,212+19.5% |
| Admin fee / account holder | $4,731 | $8,568-44.8% | $13,435-64.8% | $7,344-35.6% |