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 | $140,287 | $83,477+68.1% | $125,175+12.1% | $72,985+92.2% |
| Participation rate | 93.6% | 73.3%+20.3pp | 79.8%+13.8pp | 69.5%+24.1pp |
| Annual return | 21.80% | 25.78%-4.0pp | 43.79%-22.0pp | 81.00%-59.2pp |
| Employer contribution / active EE | $2,317 | $2,345-1.2% | $3,865-40.1% | $2,440-5.1% |
| Participant deferral / active EE | $5,887 | $3,585+64.2% | $4,937+19.2% | $3,607+63.2% |
| Admin fee / account holder | $13,628 | $5,517+147.0% | $9,702+40.5% | $5,124+165.9% |