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 | $154,187 | $109,413+40.9% | $156,263-1.3% | $84,808+81.8% |
| Participation rate | 85.9% | 72.7%+13.2pp | 78.9%+7.0pp | 68.3%+17.6pp |
| Annual return | 14.92% | 20.18%-5.3pp | 59.47%-44.5pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,335 | $2,907-19.7% | $4,333-46.1% | $2,631-11.2% |
| Participant deferral / active EE | $5,576 | $4,590+21.5% | $6,158-9.5% | $4,212+32.4% |
| Admin fee / account holder | $8,793 | $9,357-6.0% | $14,255-38.3% | $7,344+19.7% |