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 | $160,549 | $148,978+7.8% | $200,582-20.0% | $84,808+89.3% |
| Participation rate | 93.6% | 84.2%+9.4pp | 86.9%+6.7pp | 68.3%+25.3pp |
| Annual return | 13.22% | 28.16%-14.9pp | 42.33%-29.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,757 | $4,815-42.7% | $6,419-57.0% | $2,631+4.8% |
| Participant deferral / active EE | $3,621 | $7,142-49.3% | $9,331-61.2% | $4,212-14.0% |
| Admin fee / account holder | $6,950 | $13,977-50.3% | $16,305-57.4% | $7,344-5.4% |