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 | $162,656 | $148,978+9.2% | $200,582-18.9% | $84,808+91.8% |
| Participation rate | 94.9% | 84.2%+10.6pp | 86.9%+8.0pp | 68.3%+26.6pp |
| Annual return | 16.37% | 28.16%-11.8pp | 42.33%-26.0pp | 40.90%-24.5pp |
| Employer contribution / active EE | $12,251 | $4,815+154.4% | $6,419+90.9% | $2,631+365.6% |
| Participant deferral / active EE | $10,617 | $7,142+48.7% | $9,331+13.8% | $4,212+152.1% |
| Admin fee / account holder | $4,002 | $13,977-71.4% | $16,305-75.5% | $7,344-45.5% |