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 | $158,653 | $95,803+65.6% | $113,168+40.2% | $84,808+87.1% |
| Participation rate | 91.3% | 72.9%+18.4pp | 76.6%+14.7pp | 68.3%+23.0pp |
| Annual return | 16.19% | 25.00%-8.8pp | 24.27%-8.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,814 | $2,360-23.1% | $2,975-39.0% | $2,631-31.0% |
| Participant deferral / active EE | $6,938 | $4,242+63.5% | $5,107+35.9% | $4,212+64.7% |
| Admin fee / account holder | $5,402 | $8,989-39.9% | $12,068-55.2% | $7,344-26.4% |