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 | $151,531 | $118,450+27.9% | $98,439+53.9% | $139,434+8.7% |
| Participation rate | 90.0% | 77.4%+12.6pp | 75.2%+14.8pp | 80.3%+9.7pp |
| Annual return | 18.02% | 18.94%-0.9pp | 21.16%-3.1pp | 372.94%-354.9pp |
| Employer contribution / active EE | $1,645 | $3,609-54.4% | $3,048-46.0% | $4,751-65.4% |
| Participant deferral / active EE | $4,612 | $5,392-14.5% | $4,738-2.7% | $6,710-31.3% |
| Admin fee / account holder | $7,316 | $14,026-47.8% | $8,948-18.2% | $11,403-35.8% |