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 | $156,233 | $148,978+4.9% | $200,582-22.1% | $84,808+84.2% |
| Participation rate | 96.3% | 84.2%+12.1pp | 86.9%+9.4pp | 68.3%+28.0pp |
| Annual return | 17.06% | 28.16%-11.1pp | 42.33%-25.3pp | 40.90%-23.8pp |
| Employer contribution / active EE | $4,914 | $4,815+2.1% | $6,419-23.4% | $2,631+86.8% |
| Participant deferral / active EE | $5,830 | $7,142-18.4% | $9,331-37.5% | $4,212+38.4% |
| Admin fee / account holder | $2,492 | $13,977-82.2% | $16,305-84.7% | $7,344-66.1% |