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 | $159,223 | $138,347+15.1% | $184,203-13.6% | $80,856+96.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.05% | 20.02%-6.0pp | 28.81%-14.8pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,215 | $4,850-54.3% | $6,427-65.5% | $2,755-19.6% |
| Participant deferral / active EE | $5,023 | $7,071-29.0% | $9,131-45.0% | $4,296+16.9% |
| Admin fee / account holder | $5,863 | $10,483-44.1% | $13,901-57.8% | $6,918-15.3% |