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 | $156,803 | $138,347+13.3% | $184,203-14.9% | $80,856+93.9% |
| Participation rate | 88.9% | 83.9%+5.0pp | 86.8%+2.1pp | 67.6%+21.3pp |
| Annual return | 17.53% | 20.02%-2.5pp | 28.81%-11.3pp | 35.59%-18.1pp |
| Employer contribution / active EE | $7,965 | $4,850+64.2% | $6,427+23.9% | $2,755+189.1% |
| Participant deferral / active EE | $10,743 | $7,071+51.9% | $9,131+17.6% | $4,296+150.1% |
| Admin fee / account holder | $15,970 | $10,483+52.3% | $13,901+14.9% | $6,918+130.8% |