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 | $121,135 | $109,881+10.2% | $150,045-19.3% | $84,808+42.8% |
| Participation rate | 86.3% | 76.1%+10.2pp | 82.3%+4.0pp | 68.3%+18.0pp |
| Annual return | 19.05% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $6,877 | $3,561+93.1% | $4,693+46.5% | $2,631+161.4% |
| Participant deferral / active EE | $10,053 | $6,636+51.5% | $7,997+25.7% | $4,212+138.7% |
| Admin fee / account holder | $2,421 | $8,568-71.7% | $13,435-82.0% | $7,344-67.0% |