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 | $147,128 | $95,803+53.6% | $113,168+30.0% | $84,808+73.5% |
| Participation rate | 83.6% | 72.9%+10.8pp | 76.6%+7.1pp | 68.3%+15.3pp |
| Annual return | 14.97% | 25.00%-10.0pp | 24.27%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,749 | $2,360-25.9% | $2,975-41.2% | $2,631-33.5% |
| Participant deferral / active EE | $9,766 | $4,242+130.2% | $5,107+91.2% | $4,212+131.9% |
| Admin fee / account holder | $11,472 | $8,989+27.6% | $12,068-4.9% | $7,344+56.2% |