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 | $108,335 | $101,724+6.5% | $164,813-34.3% | $80,856+34.0% |
| Participation rate | 98.0% | 71.8%+26.2pp | 78.6%+19.4pp | 67.6%+30.4pp |
| Annual return | 13.81% | 16.72%-2.9pp | 69.93%-56.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $3,936 | $2,953+33.3% | $4,341-9.3% | $2,755+42.9% |
| Participant deferral / active EE | $4,077 | $4,477-9.0% | $6,031-32.4% | $4,296-5.1% |
| Admin fee / account holder | $13,528 | $8,227+64.4% | $12,690+6.6% | $6,918+95.5% |