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 | $150,953 | $109,881+37.4% | $150,045+0.6% | $84,808+78.0% |
| Participation rate | 94.2% | 76.1%+18.1pp | 82.3%+11.9pp | 68.3%+25.9pp |
| Annual return | 15.54% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $3,473 | $3,561-2.5% | $4,693-26.0% | $2,631+32.0% |
| Participant deferral / active EE | $10,830 | $6,636+63.2% | $7,997+35.4% | $4,212+157.2% |
| Admin fee / account holder | $12,958 | $8,568+51.2% | $13,435-3.6% | $7,344+76.4% |