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 | $156,946 | $210,408-25.4% | $153,485+2.3% | $145,922+7.6% |
| Participation rate | 86.7% | 82.1%+4.5pp | 77.1%+9.6pp | 80.3%+6.4pp |
| Annual return | 11.50% | 13.37%-1.9pp | 15.65%-4.2pp | 561.29%-549.8pp |
| Employer contribution / active EE | $11,431 | $6,048+89.0% | $5,039+126.9% | $4,660+145.3% |
| Participant deferral / active EE | $7,875 | $7,975-1.3% | $6,757+16.5% | $6,688+17.8% |
| Admin fee / account holder | $3,741 | $19,419-80.7% | $12,724-70.6% | $13,397-72.1% |