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 | $154,150 | $95,803+60.9% | $113,168+36.2% | $84,808+81.8% |
| Participation rate | 78.6% | 72.9%+5.7pp | 76.6%+2.0pp | 68.3%+10.3pp |
| Annual return | 15.34% | 25.00%-9.7pp | 24.27%-8.9pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,352 | $2,360-0.3% | $2,975-21.0% | $2,631-10.6% |
| Participant deferral / active EE | $6,591 | $4,242+55.4% | $5,107+29.1% | $4,212+56.5% |
| Admin fee / account holder | $2,251 | $8,989-75.0% | $12,068-81.3% | $7,344-69.3% |