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 | $146,588 | $101,724+44.1% | $164,813-11.1% | $80,856+81.3% |
| Participation rate | 88.6% | 71.8%+16.7pp | 78.6%+10.0pp | 67.6%+20.9pp |
| Annual return | 11.41% | 16.72%-5.3pp | 69.93%-58.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $2,377 | $2,953-19.5% | $4,341-45.2% | $2,755-13.7% |
| Participant deferral / active EE | $6,062 | $4,477+35.4% | $6,031+0.5% | $4,296+41.1% |
| Admin fee / account holder | $7,752 | $8,227-5.8% | $12,690-38.9% | $6,918+12.0% |