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 | $165,878 | $146,267+13.4% | $197,124-15.9% | $82,448+101.2% |
| Participation rate | 94.9% | 84.0%+10.9pp | 86.7%+8.2pp | 68.1%+26.8pp |
| Annual return | 16.15% | 29.61%-13.5pp | 44.34%-28.2pp | 41.64%-25.5pp |
| Employer contribution / active EE | $4,543 | $4,723-3.8% | $6,227-27.0% | $2,551+78.1% |
| Participant deferral / active EE | $9,985 | $7,035+41.9% | $9,135+9.3% | $4,139+141.2% |
| Admin fee / account holder | $14,523 | $14,422+0.7% | $16,298-10.9% | $7,234+100.7% |