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 | $153,018 | $109,881+39.3% | $150,045+2.0% | $84,808+80.4% |
| Participation rate | 80.0% | 76.1%+3.9pp | 82.3%-2.3pp | 68.3%+11.7pp |
| Annual return | 14.41% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,937 | $3,561+10.5% | $4,693-16.1% | $2,631+49.6% |
| Participant deferral / active EE | $7,381 | $6,636+11.2% | $7,997-7.7% | $4,212+75.3% |
| Admin fee / account holder | $5,645 | $8,568-34.1% | $13,435-58.0% | $7,344-23.1% |