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 | $166,509 | $148,978+11.8% | $200,582-17.0% | $84,808+96.3% |
| Participation rate | 76.7% | 84.2%-7.5pp | 86.9%-10.1pp | 68.3%+8.4pp |
| Annual return | 14.57% | 28.16%-13.6pp | 42.33%-27.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,516 | $4,815-47.8% | $6,419-60.8% | $2,631-4.4% |
| Participant deferral / active EE | $5,674 | $7,142-20.6% | $9,331-39.2% | $4,212+34.7% |
| Admin fee / account holder | $4,626 | $13,977-66.9% | $16,305-71.6% | $7,344-37.0% |