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 | $156,173 | $109,413+42.7% | $156,263-0.1% | $84,808+84.2% |
| Participation rate | 92.0% | 72.7%+19.3pp | 78.9%+13.1pp | 68.3%+23.7pp |
| Annual return | 14.60% | 20.18%-5.6pp | 59.47%-44.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,904 | $2,907+34.3% | $4,333-9.9% | $2,631+48.4% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $9,064 | $9,357-3.1% | $14,255-36.4% | $7,344+23.4% |