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 | $154,391 | $80,717+91.3% | $154,803-0.3% | $84,808+82.0% |
| Participation rate | 89.3% | 66.8%+22.5pp | 78.1%+11.2pp | 68.3%+21.0pp |
| Annual return | 20.94% | 37.96%-17.0pp | 58.88%-37.9pp | 40.90%-20.0pp |
| Employer contribution / active EE | $3,095 | $2,761+12.1% | $4,305-28.1% | $2,631+17.6% |
| Participant deferral / active EE | $6,801 | $3,303+105.9% | $5,540+22.7% | $4,212+61.5% |
| Admin fee / account holder | $1,668 | $6,746-75.3% | $14,329-88.4% | $7,344-77.3% |