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 | $163,364 | $81,460+100.5% | $103,333+58.1% | $80,856+102.0% |
| Participation rate | 97.4% | 66.8%+30.6pp | 74.5%+22.9pp | 67.6%+29.8pp |
| Annual return | 25.86% | 25.55%+0.3pp | 24.88%+1.0pp | 35.59%-9.7pp |
| Employer contribution / active EE | $3,837 | $3,105+23.6% | $3,868-0.8% | $2,755+39.3% |
| Participant deferral / active EE | $8,219 | $3,869+112.5% | $5,057+62.5% | $4,296+91.3% |
| Admin fee / account holder | $3,891 | $6,566-40.7% | $8,355-53.4% | $6,918-43.8% |