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 | $143,243 | $73,787+94.1% | $98,716+45.1% | $82,448+73.7% |
| Participation rate | 84.8% | 61.4%+23.4pp | 69.3%+15.6pp | 68.1%+16.8pp |
| Annual return | 16.10% | 18.57%-2.5pp | 31.81%-15.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,569 | $1,511+3.9% | $2,279-31.1% | $2,551-38.5% |
| Participant deferral / active EE | $4,266 | $3,081+38.5% | $4,048+5.4% | $4,139+3.1% |
| Admin fee / account holder | $2,308 | $6,500-64.5% | $8,703-73.5% | $7,234-68.1% |