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 | $147,970 | $95,803+54.5% | $113,168+30.8% | $84,808+74.5% |
| Participation rate | 79.8% | 72.9%+6.9pp | 76.6%+3.2pp | 68.3%+11.5pp |
| Annual return | 14.99% | 25.00%-10.0pp | 24.27%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,280 | $2,360-3.4% | $2,975-23.4% | $2,631-13.3% |
| Participant deferral / active EE | $6,274 | $4,242+47.9% | $5,107+22.9% | $4,212+49.0% |
| Admin fee / account holder | $6,847 | $8,989-23.8% | $12,068-43.3% | $7,344-6.8% |