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 | $147,149 | $80,717+82.3% | $154,803-4.9% | $84,808+73.5% |
| Participation rate | 87.1% | 66.8%+20.3pp | 78.1%+9.0pp | 68.3%+18.8pp |
| Annual return | 14.70% | 37.96%-23.3pp | 58.88%-44.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,790 | $2,761+1.1% | $4,305-35.2% | $2,631+6.1% |
| Participant deferral / active EE | $5,245 | $3,303+58.8% | $5,540-5.3% | $4,212+24.5% |
| Admin fee / account holder | $9,611 | $6,746+42.5% | $14,329-32.9% | $7,344+30.9% |