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 | $236,598 | $227,396+4.0% | $442,409-46.5% | $116,875+102.4% |
| Participation rate | 95.1% | 85.7%+9.4pp | 88.0%+7.1pp | 74.5%+20.6pp |
| Annual return | 14.52% | 16.35%-1.8pp | 90.53%-76.0pp | 16.29%-1.8pp |
| Employer contribution / active EE | $4,127 | $5,244-21.3% | $7,697-46.4% | $3,288+25.5% |
| Participant deferral / active EE | $11,333 | $7,352+54.2% | $7,555+50.0% | $3,885+191.7% |
| Admin fee / account holder | $6,987 | $16,310-57.2% | $51,603-86.5% | $12,263-43.0% |