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 | $162,618 | $123,793+31.4% | $177,821-8.5% | $79,858+103.6% |
| Participation rate | 91.6% | 84.7%+6.9pp | 87.7%+3.8pp | 69.6%+21.9pp |
| Annual return | 15.66% | 22.82%-7.2pp | 48.32%-32.7pp | 31.71%-16.1pp |
| Employer contribution / active EE | $3,838 | $4,095-6.3% | $5,918-35.2% | $2,471+55.3% |
| Participant deferral / active EE | $5,686 | $5,956-4.5% | $7,714-26.3% | $3,740+52.0% |
| Admin fee / account holder | $1,744 | $7,243-75.9% | $12,427-86.0% | $5,306-67.1% |