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 | $150,941 | $138,347+9.1% | $184,203-18.1% | $80,856+86.7% |
| Participation rate | 97.7% | 83.9%+13.9pp | 86.8%+10.9pp | 67.6%+30.1pp |
| Annual return | 15.03% | 20.02%-5.0pp | 28.81%-13.8pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,731 | $4,850-64.3% | $6,427-73.1% | $2,755-37.2% |
| Participant deferral / active EE | $8,914 | $7,071+26.1% | $9,131-2.4% | $4,296+107.5% |
| Admin fee / account holder | $7,482 | $10,483-28.6% | $13,901-46.2% | $6,918+8.2% |