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 | $149,163 | $76,367+95.3% | $93,606+59.4% | $72,985+104.4% |
| Participation rate | 97.9% | 71.7%+26.1pp | 75.8%+22.0pp | 69.5%+28.4pp |
| Annual return | 21.92% | 25.82%-3.9pp | 32.76%-10.8pp | 81.00%-59.1pp |
| Employer contribution / active EE | $2,340 | $2,275+2.9% | $2,718-13.9% | $2,440-4.1% |
| Participant deferral / active EE | $4,718 | $3,538+33.3% | $4,069+16.0% | $3,607+30.8% |
| Admin fee / account holder | $12,324 | $6,838+80.2% | $7,888+56.2% | $5,124+140.5% |