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 | $150,860 | $138,347+9.0% | $184,203-18.1% | $80,856+86.6% |
| Participation rate | 89.7% | 83.9%+5.9pp | 86.8%+2.9pp | 67.6%+22.1pp |
| Annual return | 16.79% | 20.02%-3.2pp | 28.81%-12.0pp | 35.59%-18.8pp |
| Employer contribution / active EE | $2,560 | $4,850-47.2% | $6,427-60.2% | $2,755-7.1% |
| Participant deferral / active EE | $8,772 | $7,071+24.1% | $9,131-3.9% | $4,296+104.2% |
| Admin fee / account holder | $4,687 | $10,483-55.3% | $13,901-66.3% | $6,918-32.2% |