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 | $163,508 | $95,803+70.7% | $113,168+44.5% | $84,808+92.8% |
| Participation rate | 78.8% | 72.9%+5.9pp | 76.6%+2.2pp | 68.3%+10.4pp |
| Annual return | 18.78% | 25.00%-6.2pp | 24.27%-5.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,104 | $2,360-10.8% | $2,975-29.3% | $2,631-20.0% |
| Participant deferral / active EE | $4,577 | $4,242+7.9% | $5,107-10.4% | $4,212+8.7% |
| Admin fee / account holder | $2,551 | $8,989-71.6% | $12,068-78.9% | $7,344-65.3% |