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 | $148,622 | $138,347+7.4% | $184,203-19.3% | $80,856+83.8% |
| Participation rate | 95.2% | 83.9%+11.4pp | 86.8%+8.4pp | 67.6%+27.6pp |
| Annual return | 17.63% | 20.02%-2.4pp | 28.81%-11.2pp | 35.59%-18.0pp |
| Employer contribution / active EE | $5,797 | $4,850+19.5% | $6,427-9.8% | $2,755+110.4% |
| Participant deferral / active EE | $12,392 | $7,071+75.3% | $9,131+35.7% | $4,296+188.5% |
| Admin fee / account holder | $1,185 | $10,483-88.7% | $13,901-91.5% | $6,918-82.9% |