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 | $160,454 | $201,272-20.3% | $184,203-12.9% | $145,922+10.0% |
| Participation rate | 93.8% | 87.5%+6.3pp | 86.8%+6.9pp | 80.3%+13.5pp |
| Annual return | 16.77% | 29.00%-12.2pp | 28.81%-12.0pp | 561.29%-544.5pp |
| Employer contribution / active EE | $8,489 | $7,022+20.9% | $6,427+32.1% | $4,660+82.2% |
| Participant deferral / active EE | $9,116 | $9,806-7.0% | $9,131-0.2% | $6,688+36.3% |
| Admin fee / account holder | $6,049 | $16,364-63.0% | $13,901-56.5% | $13,397-54.9% |