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 | $151,277 | $95,803+57.9% | $113,168+33.7% | $84,808+78.4% |
| Participation rate | 88.0% | 72.9%+15.1pp | 76.6%+11.4pp | 68.3%+19.7pp |
| Annual return | 16.75% | 25.00%-8.3pp | 24.27%-7.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,316 | $2,360-1.8% | $2,975-22.1% | $2,631-12.0% |
| Participant deferral / active EE | $5,564 | $4,242+31.2% | $5,107+9.0% | $4,212+32.1% |
| Admin fee / account holder | $5,657 | $8,989-37.1% | $12,068-53.1% | $7,344-23.0% |