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 | $164,574 | $148,978+10.5% | $200,582-18.0% | $84,808+94.1% |
| Participation rate | 96.2% | 84.2%+11.9pp | 86.9%+9.3pp | 68.3%+27.8pp |
| Annual return | 15.41% | 28.16%-12.8pp | 42.33%-26.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $3,136 | $4,815-34.9% | $6,419-51.1% | $2,631+19.2% |
| Participant deferral / active EE | $7,189 | $7,142+0.7% | $9,331-23.0% | $4,212+70.7% |
| Admin fee / account holder | $1,136 | $13,977-91.9% | $16,305-93.0% | $7,344-84.5% |