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 | $147,808 | $95,803+54.3% | $113,168+30.6% | $84,808+74.3% |
| Participation rate | 95.3% | 72.9%+22.4pp | 76.6%+18.7pp | 68.3%+27.0pp |
| Annual return | 18.23% | 25.00%-6.8pp | 24.27%-6.0pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,247 | $2,360-4.8% | $2,975-24.5% | $2,631-14.6% |
| Participant deferral / active EE | $4,672 | $4,242+10.1% | $5,107-8.5% | $4,212+10.9% |
| Admin fee / account holder | $5,294 | $8,989-41.1% | $12,068-56.1% | $7,344-27.9% |