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 | $167,521 | $123,793+35.3% | $177,821-5.8% | $79,858+109.8% |
| Participation rate | 97.2% | 84.7%+12.5pp | 87.7%+9.5pp | 69.6%+27.6pp |
| Annual return | 20.09% | 22.82%-2.7pp | 48.32%-28.2pp | 31.71%-11.6pp |
| Employer contribution / active EE | $3,326 | $4,095-18.8% | $5,918-43.8% | $2,471+34.6% |
| Participant deferral / active EE | $4,074 | $5,956-31.6% | $7,714-47.2% | $3,740+8.9% |
| Admin fee / account holder | $4,597 | $7,243-36.5% | $12,427-63.0% | $5,306-13.4% |