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 | $130,904 | $109,881+19.1% | $150,045-12.8% | $84,808+54.4% |
| Participation rate | 91.7% | 76.1%+15.6pp | 82.3%+9.3pp | 68.3%+23.4pp |
| Annual return | 23.55% | 28.25%-4.7pp | 62.55%-39.0pp | 40.90%-17.3pp |
| Employer contribution / active EE | $3,115 | $3,561-12.5% | $4,693-33.6% | $2,631+18.4% |
| Participant deferral / active EE | $9,069 | $6,636+36.7% | $7,997+13.4% | $4,212+115.3% |
| Admin fee / account holder | $585 | $8,568-93.2% | $13,435-95.6% | $7,344-92.0% |