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 | $158,643 | $148,978+6.5% | $200,582-20.9% | $84,808+87.1% |
| Participation rate | 95.3% | 84.2%+11.1pp | 86.9%+8.5pp | 68.3%+27.0pp |
| Annual return | 16.79% | 28.16%-11.4pp | 42.33%-25.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $3,305 | $4,815-31.4% | $6,419-48.5% | $2,631+25.6% |
| Participant deferral / active EE | $7,638 | $7,142+6.9% | $9,331-18.2% | $4,212+81.3% |
| Admin fee / account holder | $16,252 | $13,977+16.3% | $16,305-0.3% | $7,344+121.3% |