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 | $157,281 | $95,803+64.2% | $113,168+39.0% | $84,808+85.5% |
| Participation rate | 86.4% | 72.9%+13.6pp | 76.6%+9.9pp | 68.3%+18.1pp |
| Annual return | 18.44% | 25.00%-6.6pp | 24.27%-5.8pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,596 | $2,360+10.0% | $2,975-12.7% | $2,631-1.3% |
| Participant deferral / active EE | $6,262 | $4,242+47.6% | $5,107+22.6% | $4,212+48.7% |
| Admin fee / account holder | $7,453 | $8,989-17.1% | $12,068-38.2% | $7,344+1.5% |