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 | $145,635 | $101,724+43.2% | $164,813-11.6% | $80,856+80.1% |
| Participation rate | 81.3% | 71.8%+9.4pp | 78.6%+2.6pp | 67.6%+13.6pp |
| Annual return | 18.45% | 16.72%+1.7pp | 69.93%-51.5pp | 35.59%-17.1pp |
| Employer contribution / active EE | $2,765 | $2,953-6.4% | $4,341-36.3% | $2,755+0.4% |
| Participant deferral / active EE | $5,561 | $4,477+24.2% | $6,031-7.8% | $4,296+29.4% |
| Admin fee / account holder | $23,614 | $8,227+187.0% | $12,690+86.1% | $6,918+241.3% |