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 | $148,214 | $124,281+19.3% | $109,143+35.8% | $167,490-11.5% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 12.74% | 26.04%-13.3pp | 25.75%-13.0pp | 478.56%-465.8pp |
| Employer contribution / active EE | $7,388 | $4,207+75.6% | $3,722+98.5% | $4,837+52.7% |
| Participant deferral / active EE | $8,086 | $5,255+53.9% | $4,653+73.8% | $6,341+27.5% |
| Admin fee / account holder | $14,779 | $7,970+85.4% | $6,752+118.9% | $12,309+20.1% |