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 | $145,404 | $95,803+51.8% | $113,168+28.5% | $84,808+71.5% |
| Participation rate | 89.3% | 72.9%+16.4pp | 76.6%+12.7pp | 68.3%+21.0pp |
| Annual return | 16.25% | 25.00%-8.8pp | 24.27%-8.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,354 | $2,360-0.2% | $2,975-20.9% | $2,631-10.5% |
| Participant deferral / active EE | $7,447 | $4,242+75.5% | $5,107+45.8% | $4,212+76.8% |
| Admin fee / account holder | $5,885 | $8,989-34.5% | $12,068-51.2% | $7,344-19.9% |