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 | $151,196 | $86,929+73.9% | $102,423+47.6% | $80,856+87.0% |
| Participation rate | 90.0% | 72.4%+17.6pp | 76.5%+13.5pp | 67.6%+22.4pp |
| Annual return | 15.27% | 18.88%-3.6pp | 29.32%-14.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,361 | $2,369-0.3% | $3,023-21.9% | $2,755-14.3% |
| Participant deferral / active EE | $4,303 | $4,118+4.5% | $5,053-14.8% | $4,296+0.2% |
| Admin fee / account holder | $5,426 | $8,049-32.6% | $9,451-42.6% | $6,918-21.6% |