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 | $175,718 | $148,978+17.9% | $200,582-12.4% | $84,808+107.2% |
| Participation rate | 93.1% | 84.2%+8.9pp | 86.9%+6.2pp | 68.3%+24.8pp |
| Annual return | 16.25% | 28.16%-11.9pp | 42.33%-26.1pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,839 | $4,815-20.3% | $6,419-40.2% | $2,631+45.9% |
| Participant deferral / active EE | $8,666 | $7,142+21.3% | $9,331-7.1% | $4,212+105.8% |
| Admin fee / account holder | $11,958 | $13,977-14.4% | $16,305-26.7% | $7,344+62.8% |