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 | $144,490 | $109,881+31.5% | $150,045-3.7% | $84,808+70.4% |
| Participation rate | 73.1% | 76.1%-3.0pp | 82.3%-9.2pp | 68.3%+4.8pp |
| Annual return | 15.18% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,633 | $3,561-54.2% | $4,693-65.2% | $2,631-37.9% |
| Participant deferral / active EE | $5,901 | $6,636-11.1% | $7,997-26.2% | $4,212+40.1% |
| Admin fee / account holder | $3,943 | $8,568-54.0% | $13,435-70.7% | $7,344-46.3% |