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 | $148,981 | $80,717+84.6% | $154,803-3.8% | $84,808+75.7% |
| Participation rate | 88.5% | 66.8%+21.7pp | 78.1%+10.4pp | 68.3%+20.2pp |
| Annual return | 39.92% | 37.96%+2.0pp | 58.88%-19.0pp | 40.90%-1.0pp |
| Employer contribution / active EE | $5,332 | $2,761+93.1% | $4,305+23.8% | $2,631+102.7% |
| Participant deferral / active EE | $6,340 | $3,303+91.9% | $5,540+14.4% | $4,212+50.5% |
| Admin fee / account holder | $2,492 | $6,746-63.1% | $14,329-82.6% | $7,344-66.1% |