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 | $150,123 | $138,347+8.5% | $184,203-18.5% | $80,856+85.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.15% | 20.02%-7.9pp | 28.81%-16.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,892 | $4,850-19.8% | $6,427-39.4% | $2,755+41.3% |
| Participant deferral / active EE | $6,330 | $7,071-10.5% | $9,131-30.7% | $4,296+47.3% |
| Admin fee / account holder | $13,961 | $10,483+33.2% | $13,901+0.4% | $6,918+101.8% |