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 | $136,722 | $109,413+25.0% | $156,263-12.5% | $84,808+61.2% |
| Participation rate | 95.6% | 72.7%+22.9pp | 78.9%+16.6pp | 68.3%+27.2pp |
| Annual return | 16.37% | 20.18%-3.8pp | 59.47%-43.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,485 | $2,907-14.5% | $4,333-42.6% | $2,631-5.5% |
| Participant deferral / active EE | $6,773 | $4,590+47.6% | $6,158+10.0% | $4,212+60.8% |
| Admin fee / account holder | $4,752 | $9,357-49.2% | $14,255-66.7% | $7,344-35.3% |