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 | $154,817 | $95,803+61.6% | $113,168+36.8% | $84,808+82.6% |
| Participation rate | 91.8% | 72.9%+19.0pp | 76.6%+15.3pp | 68.3%+23.5pp |
| Annual return | 15.68% | 25.00%-9.3pp | 24.27%-8.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,597 | $2,360+10.0% | $2,975-12.7% | $2,631-1.3% |
| Participant deferral / active EE | $4,523 | $4,242+6.6% | $5,107-11.4% | $4,212+7.4% |
| Admin fee / account holder | $36,371 | $8,989+304.6% | $12,068+201.4% | $7,344+395.3% |