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 | $144,530 | $72,492+99.4% | $87,100+65.9% | $72,985+98.0% |
| Participation rate | 76.8% | 72.8%+4.0pp | 76.9%0pp | 69.5%+7.3pp |
| Annual return | 23.83% | 24.46%-0.6pp | 28.19%-4.4pp | 81.00%-57.2pp |
| Employer contribution / active EE | $2,398 | $1,894+26.6% | $2,521-4.9% | $2,440-1.7% |
| Participant deferral / active EE | $5,904 | $3,270+80.6% | $4,049+45.8% | $3,607+63.7% |
| Admin fee / account holder | $19,320 | $5,055+282.2% | $7,497+157.7% | $5,124+277.0% |