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 | $154,461 | $109,413+41.2% | $156,263-1.2% | $84,808+82.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 14.59% | 20.18%-5.6pp | 59.47%-44.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,343 | $2,907-53.8% | $4,333-69.0% | $2,631-48.9% |
| Participant deferral / active EE | $9,758 | $4,590+112.6% | $6,158+58.5% | $4,212+131.7% |
| Admin fee / account holder | $9,074 | $9,357-3.0% | $14,255-36.3% | $7,344+23.6% |