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 | $187,998 | $146,267+28.5% | $197,124-4.6% | $82,448+128.0% |
| Participation rate | 96.6% | 84.0%+12.6pp | 86.7%+9.9pp | 68.1%+28.5pp |
| Annual return | 15.14% | 29.61%-14.5pp | 44.34%-29.2pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,766 | $4,723-41.4% | $6,227-55.6% | $2,551+8.4% |
| Participant deferral / active EE | $7,909 | $7,035+12.4% | $9,135-13.4% | $4,139+91.1% |
| Admin fee / account holder | $28,805 | $14,422+99.7% | $16,298+76.7% | $7,234+298.2% |