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 | $146,325 | $109,881+33.2% | $150,045-2.5% | $84,808+72.5% |
| Participation rate | 93.6% | 76.1%+17.5pp | 82.3%+11.3pp | 68.3%+25.3pp |
| Annual return | 16.16% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,440 | $3,561-3.4% | $4,693-26.7% | $2,631+30.8% |
| Participant deferral / active EE | $9,466 | $6,636+42.7% | $7,997+18.4% | $4,212+124.8% |
| Admin fee / account holder | $2,962 | $8,568-65.4% | $13,435-77.9% | $7,344-59.7% |