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 | $149,579 | $106,584+40.3% | $101,326+47.6% | $142,382+5.1% |
| Participation rate | 88.9% | 82.7%+6.2pp | 81.5%+7.4pp | 80.1%+8.8pp |
| Annual return | 12.94% | 36.93%-24.0pp | 36.82%-23.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $448 | $3,956-88.7% | $3,665-87.8% | $4,299-89.6% |
| Participant deferral / active EE | $4,186 | $8,297-49.6% | $7,994-47.6% | $6,507-35.7% |
| Admin fee / account holder | $1,557 | $11,446-86.4% | $11,185-86.1% | $12,624-87.7% |