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 | $137,884 | $95,803+43.9% | $113,168+21.8% | $84,808+62.6% |
| Participation rate | 73.1% | 72.9%+0.2pp | 76.6%-3.5pp | 68.3%+4.8pp |
| Annual return | 15.25% | 25.00%-9.8pp | 24.27%-9.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,364 | $2,360+0.2% | $2,975-20.5% | $2,631-10.1% |
| Participant deferral / active EE | $4,859 | $4,242+14.6% | $5,107-4.8% | $4,212+15.4% |
| Admin fee / account holder | $11,634 | $8,989+29.4% | $12,068-3.6% | $7,344+58.4% |