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 | $164,365 | $109,413+50.2% | $156,263+5.2% | $84,808+93.8% |
| Participation rate | 80.5% | 72.7%+7.8pp | 78.9%+1.6pp | 68.3%+12.2pp |
| Annual return | 19.48% | 20.18%-0.7pp | 59.47%-40.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,871 | $2,907-1.2% | $4,333-33.7% | $2,631+9.1% |
| Participant deferral / active EE | $8,677 | $4,590+89.0% | $6,158+40.9% | $4,212+106.0% |
| Admin fee / account holder | $8,430 | $9,357-9.9% | $14,255-40.9% | $7,344+14.8% |