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 | $119,498 | $109,881+8.8% | $150,045-20.4% | $84,808+40.9% |
| Participation rate | 82.8% | 76.1%+6.7pp | 82.3%+0.4pp | 68.3%+14.4pp |
| Annual return | 16.63% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $5,556 | $3,561+56.0% | $4,693+18.4% | $2,631+111.2% |
| Participant deferral / active EE | $3,319 | $6,636-50.0% | $7,997-58.5% | $4,212-21.2% |
| Admin fee / account holder | $5,459 | $8,568-36.3% | $13,435-59.4% | $7,344-25.7% |