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 | $146,560 | $94,625+54.9% | $116,228+26.1% | $84,808+72.8% |
| Participation rate | 75.5% | 70.4%+5.1pp | 74.6%+1.0pp | 68.3%+7.2pp |
| Annual return | 15.46% | 20.40%-4.9pp | 90.06%-74.6pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,568 | $2,347+9.4% | $2,994-14.2% | $2,631-2.4% |
| Participant deferral / active EE | $3,939 | $3,972-0.8% | $4,953-20.5% | $4,212-6.5% |
| Admin fee / account holder | $7,900 | $10,091-21.7% | $11,989-34.1% | $7,344+7.6% |