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 | $148,607 | $72,492+105.0% | $87,100+70.6% | $72,985+103.6% |
| Participation rate | 71.8% | 72.8%-1.0pp | 76.9%-5.0pp | 69.5%+2.3pp |
| Annual return | 29.79% | 24.46%+5.3pp | 28.19%+1.6pp | 81.00%-51.2pp |
| Employer contribution / active EE | $2,669 | $1,894+41.0% | $2,521+5.9% | $2,440+9.4% |
| Participant deferral / active EE | $4,588 | $3,270+40.3% | $4,049+13.3% | $3,607+27.2% |
| Admin fee / account holder | $752 | $5,055-85.1% | $7,497-90.0% | $5,124-85.3% |