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 | $155,153 | $94,625+64.0% | $116,228+33.5% | $84,808+82.9% |
| Participation rate | 92.6% | 70.4%+22.1pp | 74.6%+18.0pp | 68.3%+24.3pp |
| Annual return | 15.37% | 20.40%-5.0pp | 90.06%-74.7pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,983 | $2,347+27.1% | $2,994-0.4% | $2,631+13.4% |
| Participant deferral / active EE | $4,183 | $3,972+5.3% | $4,953-15.5% | $4,212-0.7% |
| Admin fee / account holder | $10,671 | $10,091+5.7% | $11,989-11.0% | $7,344+45.3% |