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 | $162,621 | $95,803+69.7% | $113,168+43.7% | $84,808+91.8% |
| Participation rate | 89.1% | 72.9%+16.3pp | 76.6%+12.6pp | 68.3%+20.8pp |
| Annual return | 20.63% | 25.00%-4.4pp | 24.27%-3.6pp | 40.90%-20.3pp |
| Employer contribution / active EE | $1,416 | $2,360-40.0% | $2,975-52.4% | $2,631-46.2% |
| Participant deferral / active EE | $4,237 | $4,242-0.1% | $5,107-17.0% | $4,212+0.6% |
| Admin fee / account holder | $495 | $8,989-94.5% | $12,068-95.9% | $7,344-93.3% |