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 | $147,010 | $109,413+34.4% | $156,263-5.9% | $84,808+73.3% |
| Participation rate | 77.3% | 72.7%+4.6pp | 78.9%-1.6pp | 68.3%+9.0pp |
| Annual return | 16.18% | 20.18%-4.0pp | 59.47%-43.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,723 | $2,907-40.7% | $4,333-60.2% | $2,631-34.5% |
| Participant deferral / active EE | $5,098 | $4,590+11.1% | $6,158-17.2% | $4,212+21.0% |
| Admin fee / account holder | $19,761 | $9,357+111.2% | $14,255+38.6% | $7,344+169.1% |