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 | $149,560 | $110,261+35.6% | $95,745+56.2% | $139,434+7.3% |
| Participation rate | 81.8% | 75.8%+6.1pp | 72.3%+9.6pp | 80.3%+1.5pp |
| Annual return | 16.92% | 27.11%-10.2pp | 28.35%-11.4pp | 372.94%-356.0pp |
| Employer contribution / active EE | $4,010 | $3,257+23.1% | $2,835+41.5% | $4,751-15.6% |
| Participant deferral / active EE | $7,259 | $4,676+55.2% | $4,245+71.0% | $6,710+8.2% |
| Admin fee / account holder | $6,232 | $6,613-5.8% | $5,678+9.8% | $11,403-45.3% |