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 9-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 | $162,445 | $138,347+17.4% | $184,203-11.8% | $80,856+100.9% |
| Participation rate | 98.0% | 83.9%+14.2pp | 86.8%+11.2pp | 67.6%+30.4pp |
| Annual return | 19.74% | 20.02%-0.3pp | 28.81%-9.1pp | 35.59%-15.9pp |
| Employer contribution / active EE | $3,977 | $4,850-18.0% | $6,427-38.1% | $2,755+44.4% |
| Participant deferral / active EE | $11,058 | $7,071+56.4% | $9,131+21.1% | $4,296+157.4% |
| Admin fee / account holder | $6,063 | $10,483-42.2% | $13,901-56.4% | $6,918-12.4% |