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 | $158,420 | $148,978+6.3% | $200,582-21.0% | $84,808+86.8% |
| Participation rate | 94.3% | 84.2%+10.1pp | 86.9%+7.4pp | 68.3%+26.0pp |
| Annual return | 17.62% | 28.16%-10.5pp | 42.33%-24.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $7,838 | $4,815+62.8% | $6,419+22.1% | $2,631+197.9% |
| Participant deferral / active EE | $8,749 | $7,142+22.5% | $9,331-6.2% | $4,212+107.7% |
| Admin fee / account holder | $9,385 | $13,977-32.9% | $16,305-42.4% | $7,344+27.8% |