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 | $148,978+11.3% | $200,582-17.3% | $84,808+95.6% |
| Participation rate | 94.9% | 84.2%+10.6pp | 86.9%+8.0pp | 68.3%+26.6pp |
| Annual return | 16.15% | 28.16%-12.0pp | 42.33%-26.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,543 | $4,815-5.6% | $6,419-29.2% | $2,631+72.7% |
| Participant deferral / active EE | $9,985 | $7,142+39.8% | $9,331+7.0% | $4,212+137.1% |
| Admin fee / account holder | $14,523 | $13,977+3.9% | $16,305-10.9% | $7,344+97.8% |