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 | $147,407 | $95,453+54.4% | $112,040+31.6% | $82,448+78.8% |
| Participation rate | 82.8% | 72.8%+10.0pp | 76.5%+6.3pp | 68.1%+14.7pp |
| Annual return | 12.78% | 23.92%-11.1pp | 24.52%-11.7pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,176 | $2,318-49.3% | $2,954-60.2% | $2,551-53.9% |
| Participant deferral / active EE | $4,439 | $4,224+5.1% | $5,098-12.9% | $4,139+7.2% |
| Admin fee / account holder | $19,653 | $9,013+118.0% | $12,098+62.4% | $7,234+171.7% |