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 | $151,824 | $80,717+88.1% | $154,803-1.9% | $84,808+79.0% |
| Participation rate | 93.5% | 66.8%+26.7pp | 78.1%+15.4pp | 68.3%+25.2pp |
| Annual return | 16.02% | 37.96%-21.9pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $5,176 | $2,761+87.4% | $4,305+20.2% | $2,631+96.7% |
| Participant deferral / active EE | $4,570 | $3,303+38.4% | $5,540-17.5% | $4,212+8.5% |
| Admin fee / account holder | $4,248 | $6,746-37.0% | $14,329-70.4% | $7,344-42.2% |