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 | $146,407 | $123,793+18.3% | $177,821-17.7% | $79,858+83.3% |
| Participation rate | 88.6% | 84.7%+4.0pp | 87.7%+0.9pp | 69.6%+19.0pp |
| Annual return | 16.50% | 22.82%-6.3pp | 48.32%-31.8pp | 31.71%-15.2pp |
| Employer contribution / active EE | $4,065 | $4,095-0.7% | $5,918-31.3% | $2,471+64.5% |
| Participant deferral / active EE | $11,494 | $5,956+93.0% | $7,714+49.0% | $3,740+207.3% |
| Admin fee / account holder | $2,747 | $7,243-62.1% | $12,427-77.9% | $5,306-48.2% |