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 | $155,344 | $123,793+25.5% | $177,821-12.6% | $79,858+94.5% |
| Participation rate | 73.0% | 84.7%-11.7pp | 87.7%-14.7pp | 69.6%+3.3pp |
| Annual return | 15.17% | 22.82%-7.7pp | 48.32%-33.2pp | 31.71%-16.5pp |
| Employer contribution / active EE | $3,879 | $4,095-5.3% | $5,918-34.5% | $2,471+57.0% |
| Participant deferral / active EE | $8,752 | $5,956+46.9% | $7,714+13.5% | $3,740+134.0% |
| Admin fee / account holder | $1,583 | $7,243-78.1% | $12,427-87.3% | $5,306-70.2% |