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 | $145,485 | $109,413+33.0% | $156,263-6.9% | $84,808+71.5% |
| Participation rate | 80.2% | 72.7%+7.6pp | 78.9%+1.3pp | 68.3%+11.9pp |
| Annual return | 19.68% | 20.18%-0.5pp | 59.47%-39.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $2,480 | $2,907-14.7% | $4,333-42.8% | $2,631-5.8% |
| Participant deferral / active EE | $4,163 | $4,590-9.3% | $6,158-32.4% | $4,212-1.1% |
| Admin fee / account holder | $1,824 | $9,357-80.5% | $14,255-87.2% | $7,344-75.2% |