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 | $169,484 | $138,347+22.5% | $184,203-8.0% | $80,856+109.6% |
| Participation rate | 94.6% | 83.9%+10.8pp | 86.8%+7.8pp | 67.6%+27.0pp |
| Annual return | 16.18% | 20.02%-3.8pp | 28.81%-12.6pp | 35.59%-19.4pp |
| Employer contribution / active EE | $2,704 | $4,850-44.3% | $6,427-57.9% | $2,755-1.9% |
| Participant deferral / active EE | $4,315 | $7,071-39.0% | $9,131-52.7% | $4,296+0.4% |
| Admin fee / account holder | $8,380 | $10,483-20.1% | $13,901-39.7% | $6,918+21.1% |