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 | $185,960 | $148,978+24.8% | $200,582-7.3% | $84,808+119.3% |
| Participation rate | 97.9% | 84.2%+13.7pp | 86.9%+11.0pp | 68.3%+29.6pp |
| Annual return | 18.69% | 28.16%-9.5pp | 42.33%-23.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $4,229 | $4,815-12.2% | $6,419-34.1% | $2,631+60.7% |
| Participant deferral / active EE | $14,003 | $7,142+96.1% | $9,331+50.1% | $4,212+232.5% |
| Admin fee / account holder | $1,057 | $13,977-92.4% | $16,305-93.5% | $7,344-85.6% |