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 | $151,513 | $109,881+37.9% | $150,045+1.0% | $84,808+78.7% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 15.61% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,641 | $3,561+2.2% | $4,693-22.4% | $2,631+38.4% |
| Participant deferral / active EE | $8,640 | $6,636+30.2% | $7,997+8.0% | $4,212+105.1% |
| Admin fee / account holder | $19,406 | $8,568+126.5% | $13,435+44.4% | $7,344+164.3% |