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 | $134,677 | $80,717+66.9% | $154,803-13.0% | $84,808+58.8% |
| Participation rate | 82.6% | 66.8%+15.8pp | 78.1%+4.5pp | 68.3%+14.3pp |
| Annual return | 20.21% | 37.96%-17.7pp | 58.88%-38.7pp | 40.90%-20.7pp |
| Employer contribution / active EE | $2,123 | $2,761-23.1% | $4,305-50.7% | $2,631-19.3% |
| Participant deferral / active EE | $7,341 | $3,303+122.3% | $5,540+32.5% | $4,212+74.3% |
| Admin fee / account holder | $6,453 | $6,746-4.3% | $14,329-55.0% | $7,344-12.1% |