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 | $146,236 | $95,803+52.6% | $113,168+29.2% | $84,808+72.4% |
| Participation rate | 90.3% | 72.9%+17.5pp | 76.6%+13.8pp | 68.3%+22.0pp |
| Annual return | 15.79% | 25.00%-9.2pp | 24.27%-8.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $4,948 | $2,360+109.7% | $2,975+66.3% | $2,631+88.1% |
| Participant deferral / active EE | $3,660 | $4,242-13.7% | $5,107-28.3% | $4,212-13.1% |
| Admin fee / account holder | $2,811 | $8,989-68.7% | $12,068-76.7% | $7,344-61.7% |