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 | $164,158 | $106,749+53.8% | $145,433+12.9% | $82,448+99.1% |
| Participation rate | 73.5% | 75.6%-2.1pp | 82.1%-8.6pp | 68.1%+5.5pp |
| Annual return | 15.56% | 27.59%-12.0pp | 66.58%-51.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $3,676 | $3,444+6.7% | $4,554-19.3% | $2,551+44.1% |
| Participant deferral / active EE | $5,304 | $6,519-18.6% | $7,897-32.8% | $4,139+28.1% |
| Admin fee / account holder | $3,578 | $8,390-57.4% | $13,129-72.8% | $7,234-50.5% |