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 | $147,522 | $148,978-1.0% | $200,582-26.5% | $84,808+73.9% |
| Participation rate | 92.2% | 84.2%+7.9pp | 86.9%+5.3pp | 68.3%+23.8pp |
| Annual return | 27.02% | 28.16%-1.1pp | 42.33%-15.3pp | 40.90%-13.9pp |
| Employer contribution / active EE | $5,182 | $4,815+7.6% | $6,419-19.3% | $2,631+97.0% |
| Participant deferral / active EE | $9,553 | $7,142+33.8% | $9,331+2.4% | $4,212+126.8% |
| Admin fee / account holder | $999 | $13,977-92.9% | $16,305-93.9% | $7,344-86.4% |