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 | $137,867 | $74,927+84.0% | $101,794+35.4% | $84,808+62.6% |
| Participation rate | 98.0% | 61.4%+36.6pp | 69.2%+28.8pp | 68.3%+29.6pp |
| Annual return | 16.58% | 18.70%-2.1pp | 30.53%-13.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,296 | $1,522-14.8% | $2,289-43.4% | $2,631-50.7% |
| Participant deferral / active EE | $10,816 | $3,099+249.0% | $4,084+164.8% | $4,212+156.8% |
| Admin fee / account holder | $3,783 | $6,514-41.9% | $8,777-56.9% | $7,344-48.5% |