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 | $196,405 | $127,065+54.6% | $113,168+73.6% | $142,382+37.9% |
| Participation rate | 95.5% | 79.2%+16.2pp | 76.6%+18.9pp | 80.1%+15.3pp |
| Annual return | 15.32% | 24.03%-8.7pp | 24.27%-8.9pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,215 | $3,442-6.6% | $2,975+8.1% | $4,299-25.2% |
| Participant deferral / active EE | $5,831 | $5,716+2.0% | $5,107+14.2% | $6,507-10.4% |
| Admin fee / account holder | $5,947 | $15,736-62.2% | $12,068-50.7% | $12,624-52.9% |