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 | $175,642 | $146,267+20.1% | $197,124-10.9% | $82,448+113.0% |
| Participation rate | 92.7% | 84.0%+8.7pp | 86.7%+6.0pp | 68.1%+24.7pp |
| Annual return | 15.46% | 29.61%-14.1pp | 44.34%-28.9pp | 41.64%-26.2pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,530 | $7,035-21.4% | $9,135-39.5% | $4,139+33.6% |
| Admin fee / account holder | $6,034 | $14,422-58.2% | $16,298-63.0% | $7,234-16.6% |