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 | $143,113 | $94,625+51.2% | $116,228+23.1% | $84,808+68.8% |
| Participation rate | 77.6% | 70.4%+7.1pp | 74.6%+3.0pp | 68.3%+9.2pp |
| Annual return | 14.93% | 20.40%-5.5pp | 90.06%-75.1pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,837 | $2,347-21.7% | $2,994-38.7% | $2,631-30.2% |
| Participant deferral / active EE | $3,872 | $3,972-2.5% | $4,953-21.8% | $4,212-8.1% |
| Admin fee / account holder | $9,655 | $10,091-4.3% | $11,989-19.5% | $7,344+31.5% |