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 | $149,035 | $109,881+35.6% | $150,045-0.7% | $84,808+75.7% |
| Participation rate | 86.4% | 76.1%+10.3pp | 82.3%+4.0pp | 68.3%+18.1pp |
| Annual return | 17.34% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $3,952 | $3,561+11.0% | $4,693-15.8% | $2,631+50.2% |
| Participant deferral / active EE | $12,865 | $6,636+93.9% | $7,997+60.9% | $4,212+205.5% |
| Admin fee / account holder | $5,317 | $8,568-37.9% | $13,435-60.4% | $7,344-27.6% |