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 | $136,755 | $109,413+25.0% | $156,263-12.5% | $84,808+61.3% |
| Participation rate | 92.2% | 72.7%+19.5pp | 78.9%+13.2pp | 68.3%+23.8pp |
| Annual return | 15.77% | 20.18%-4.4pp | 59.47%-43.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,108 | $2,907-61.9% | $4,333-74.4% | $2,631-57.9% |
| Participant deferral / active EE | $8,097 | $4,590+76.4% | $6,158+31.5% | $4,212+92.3% |
| Admin fee / account holder | $8,713 | $9,357-6.9% | $14,255-38.9% | $7,344+18.7% |