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 | $159,925 | $78,705+103.2% | $117,854+35.7% | $70,131+128.0% |
| Participation rate | 75.0% | 73.2%+1.8pp | 79.7%-4.7pp | 69.5%+5.5pp |
| Annual return | 15.05% | 23.30%-8.2pp | 335.08%-320.0pp | 73.14%-58.1pp |
| Employer contribution / active EE | $2,234 | $2,223+0.5% | $3,786-41.0% | $2,342-4.6% |
| Participant deferral / active EE | $5,096 | $3,297+54.5% | $4,482+13.7% | $3,332+52.9% |
| Admin fee / account holder | $2,886 | $5,065-43.0% | $8,020-64.0% | $4,645-37.9% |