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 | $160,798 | $148,978+7.9% | $200,582-19.8% | $84,808+89.6% |
| Participation rate | 89.4% | 84.2%+5.1pp | 86.9%+2.5pp | 68.3%+21.1pp |
| Annual return | 19.24% | 28.16%-8.9pp | 42.33%-23.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,941 | $4,815-38.9% | $6,419-54.2% | $2,631+11.8% |
| Participant deferral / active EE | $20,230 | $7,142+183.2% | $9,331+116.8% | $4,212+380.3% |
| Admin fee / account holder | $6,237 | $13,977-55.4% | $16,305-61.7% | $7,344-15.1% |