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 | $156,389 | $138,347+13.0% | $184,203-15.1% | $80,856+93.4% |
| Participation rate | 97.3% | 83.9%+13.4pp | 86.8%+10.4pp | 67.6%+29.6pp |
| Annual return | 13.15% | 20.02%-6.9pp | 28.81%-15.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,634 | $4,850-25.1% | $6,427-43.5% | $2,755+31.9% |
| Participant deferral / active EE | $5,854 | $7,071-17.2% | $9,131-35.9% | $4,296+36.3% |
| Admin fee / account holder | $6,050 | $10,483-42.3% | $13,901-56.5% | $6,918-12.6% |