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 | $152,343 | $127,065+19.9% | $113,168+34.6% | $142,382+7.0% |
| Participation rate | 90.5% | 79.2%+11.3pp | 76.6%+13.9pp | 80.1%+10.4pp |
| Annual return | 17.28% | 24.03%-6.7pp | 24.27%-7.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,417 | $3,442-0.7% | $2,975+14.8% | $4,299-20.5% |
| Participant deferral / active EE | $7,491 | $5,716+31.0% | $5,107+46.7% | $6,507+15.1% |
| Admin fee / account holder | $2,914 | $15,736-81.5% | $12,068-75.9% | $12,624-76.9% |