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 | $147,470 | $76,552+92.6% | $123,892+19.0% | $62,891+134.5% |
| Participation rate | 89.7% | 73.0%+16.7pp | 81.4%+8.2pp | 69.3%+20.3pp |
| Annual return | 8.83% | 18.68%-9.8pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $923 | $2,883-68.0% | $4,617-80.0% | $2,281-59.6% |
| Participant deferral / active EE | $7,208 | $4,840+48.9% | $5,984+20.5% | $3,203+125.0% |
| Admin fee / account holder | $4,509 | $4,826-6.6% | $8,357-46.0% | $4,296+5.0% |