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 | $136,645 | $95,803+42.6% | $113,168+20.7% | $84,808+61.1% |
| Participation rate | 85.1% | 72.9%+12.2pp | 76.6%+8.5pp | 68.3%+16.7pp |
| Annual return | 16.00% | 25.00%-9.0pp | 24.27%-8.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,232 | $2,360-5.4% | $2,975-25.0% | $2,631-15.2% |
| Participant deferral / active EE | $6,012 | $4,242+41.7% | $5,107+17.7% | $4,212+42.8% |
| Admin fee / account holder | $4,349 | $8,989-51.6% | $12,068-64.0% | $7,344-40.8% |