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 | $173,889 | $148,978+16.7% | $200,582-13.3% | $84,808+105.0% |
| Participation rate | 92.3% | 84.2%+8.1pp | 86.9%+5.4pp | 68.3%+24.0pp |
| Annual return | 16.07% | 28.16%-12.1pp | 42.33%-26.3pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,979 | $4,815-38.1% | $6,419-53.6% | $2,631+13.2% |
| Participant deferral / active EE | $8,748 | $7,142+22.5% | $9,331-6.2% | $4,212+107.7% |
| Admin fee / account holder | $3,551 | $13,977-74.6% | $16,305-78.2% | $7,344-51.6% |