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 | $147,916 | $146,267+1.1% | $197,124-25.0% | $82,448+79.4% |
| Participation rate | 95.2% | 84.0%+11.1pp | 86.7%+8.4pp | 68.1%+27.1pp |
| Annual return | 15.42% | 29.61%-14.2pp | 44.34%-28.9pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,793 | $4,723-40.9% | $6,227-55.1% | $2,551+9.5% |
| Participant deferral / active EE | $4,588 | $7,035-34.8% | $9,135-49.8% | $4,139+10.8% |
| Admin fee / account holder | $6,472 | $14,422-55.1% | $16,298-60.3% | $7,234-10.5% |