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 | $141,179 | $132,049+6.9% | $200,582-29.6% | $74,304+90.0% |
| Participation rate | 98.0% | 84.1%+14.0pp | 86.9%+11.1pp | 60.3%+37.7pp |
| Annual return | 17.23% | 22.22%-5.0pp | 42.33%-25.1pp | 29.43%-12.2pp |
| Employer contribution / active EE | $3,585 | $4,558-21.3% | $6,419-44.1% | $2,241+60.0% |
| Participant deferral / active EE | $6,803 | $7,213-5.7% | $9,331-27.1% | $3,767+80.6% |
| Admin fee / account holder | $19,964 | $2,405+730.2% | $16,305+22.4% | $2,969+572.5% |