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 | $162,241 | $138,347+17.3% | $184,203-11.9% | $80,856+100.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 24.03% | 20.02%+4.0pp | 28.81%-4.8pp | 35.59%-11.6pp |
| Employer contribution / active EE | $5,367 | $4,850+10.7% | $6,427-16.5% | $2,755+94.8% |
| Participant deferral / active EE | $5,178 | $7,071-26.8% | $9,131-43.3% | $4,296+20.5% |
| Admin fee / account holder | $5,650 | $10,483-46.1% | $13,901-59.4% | $6,918-18.3% |