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 | $149,638 | $127,065+17.8% | $113,168+32.2% | $142,382+5.1% |
| Participation rate | 95.8% | 79.2%+16.6pp | 76.6%+19.3pp | 80.1%+15.7pp |
| Annual return | 12.89% | 24.03%-11.1pp | 24.27%-11.4pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,978 | $3,442-13.5% | $2,975+0.1% | $4,299-30.7% |
| Participant deferral / active EE | $7,099 | $5,716+24.2% | $5,107+39.0% | $6,507+9.1% |
| Admin fee / account holder | $22,281 | $15,736+41.6% | $12,068+84.6% | $12,624+76.5% |