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 | $142,584 | $148,978-4.3% | $200,582-28.9% | $84,808+68.1% |
| Participation rate | 98.3% | 84.2%+14.1pp | 86.9%+11.4pp | 68.3%+30.0pp |
| Annual return | 17.66% | 28.16%-10.5pp | 42.33%-24.7pp | 40.90%-23.2pp |
| Employer contribution / active EE | $5,073 | $4,815+5.4% | $6,419-21.0% | $2,631+92.8% |
| Participant deferral / active EE | $6,792 | $7,142-4.9% | $9,331-27.2% | $4,212+61.3% |
| Admin fee / account holder | $5,133 | $13,977-63.3% | $16,305-68.5% | $7,344-30.1% |