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 | $148,577 | $123,793+20.0% | $177,821-16.4% | $79,858+86.1% |
| Participation rate | 94.7% | 84.7%+10.1pp | 87.7%+7.0pp | 69.6%+25.1pp |
| Annual return | 15.00% | 22.82%-7.8pp | 48.32%-33.3pp | 31.71%-16.7pp |
| Employer contribution / active EE | $3,632 | $4,095-11.3% | $5,918-38.6% | $2,471+47.0% |
| Participant deferral / active EE | $14,058 | $5,956+136.0% | $7,714+82.2% | $3,740+275.9% |
| Admin fee / account holder | $1,322 | $7,243-81.7% | $12,427-89.4% | $5,306-75.1% |