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 | $151,578 | $109,413+38.5% | $156,263-3.0% | $84,808+78.7% |
| Participation rate | 98.6% | 72.7%+25.9pp | 78.9%+19.6pp | 68.3%+30.2pp |
| Annual return | 18.28% | 20.18%-1.9pp | 59.47%-41.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,719 | $2,907-40.8% | $4,333-60.3% | $2,631-34.6% |
| Participant deferral / active EE | $4,050 | $4,590-11.8% | $6,158-34.2% | $4,212-3.8% |
| Admin fee / account holder | $3,079 | $9,357-67.1% | $14,255-78.4% | $7,344-58.1% |