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 | $163,836 | $138,347+18.4% | $184,203-11.1% | $80,856+102.6% |
| Participation rate | 73.5% | 83.9%-10.3pp | 86.8%-13.3pp | 67.6%+5.9pp |
| Annual return | 14.69% | 20.02%-5.3pp | 28.81%-14.1pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,425 | $4,850-50.0% | $6,427-62.3% | $2,755-12.0% |
| Participant deferral / active EE | $3,822 | $7,071-45.9% | $9,131-58.1% | $4,296-11.0% |
| Admin fee / account holder | $2,581 | $10,483-75.4% | $13,901-81.4% | $6,918-62.7% |