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 | $173,152 | $148,978+16.2% | $200,582-13.7% | $84,808+104.2% |
| Participation rate | 96.0% | 84.2%+11.8pp | 86.9%+9.1pp | 68.3%+27.7pp |
| Annual return | 26.92% | 28.16%-1.2pp | 42.33%-15.4pp | 40.90%-14.0pp |
| Employer contribution / active EE | $3,374 | $4,815-29.9% | $6,419-47.4% | $2,631+28.2% |
| Participant deferral / active EE | $5,079 | $7,142-28.9% | $9,331-45.6% | $4,212+20.6% |
| Admin fee / account holder | $2,554 | $13,977-81.7% | $16,305-84.3% | $7,344-65.2% |