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 | $148,462 | $109,413+35.7% | $156,263-5.0% | $84,808+75.1% |
| Participation rate | 73.1% | 72.7%+0.4pp | 78.9%-5.8pp | 68.3%+4.8pp |
| Annual return | 15.44% | 20.18%-4.7pp | 59.47%-44.0pp | 40.90%-25.5pp |
| Employer contribution / active EE | $3,444 | $2,907+18.5% | $4,333-20.5% | $2,631+30.9% |
| Participant deferral / active EE | $7,050 | $4,590+53.6% | $6,158+14.5% | $4,212+67.4% |
| Admin fee / account holder | $2,397 | $9,357-74.4% | $14,255-83.2% | $7,344-67.4% |