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 | $155,115 | $138,347+12.1% | $184,203-15.8% | $80,856+91.8% |
| Participation rate | 95.2% | 83.9%+11.3pp | 86.8%+8.3pp | 67.6%+27.5pp |
| Annual return | 37.35% | 20.02%+17.3pp | 28.81%+8.5pp | 35.59%+1.8pp |
| Employer contribution / active EE | $2,458 | $4,850-49.3% | $6,427-61.8% | $2,755-10.8% |
| Participant deferral / active EE | $6,366 | $7,071-10.0% | $9,131-30.3% | $4,296+48.2% |
| Admin fee / account holder | $4,588 | $10,483-56.2% | $13,901-67.0% | $6,918-33.7% |