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 | $149,851 | $106,749+40.4% | $145,433+3.0% | $82,448+81.8% |
| Participation rate | 72.9% | 75.6%-2.8pp | 82.1%-9.2pp | 68.1%+4.8pp |
| Annual return | 25.15% | 27.59%-2.4pp | 66.58%-41.4pp | 41.64%-16.5pp |
| Employer contribution / active EE | $3,331 | $3,444-3.3% | $4,554-26.9% | $2,551+30.6% |
| Participant deferral / active EE | $6,478 | $6,519-0.6% | $7,897-18.0% | $4,139+56.5% |
| Admin fee / account holder | $1,665 | $8,390-80.2% | $13,129-87.3% | $7,234-77.0% |