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 | $150,851 | $95,453+58.0% | $112,040+34.6% | $82,448+83.0% |
| Participation rate | 93.1% | 72.8%+20.3pp | 76.5%+16.6pp | 68.1%+25.0pp |
| Annual return | 18.66% | 23.92%-5.3pp | 24.52%-5.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,925 | $2,318-17.0% | $2,954-34.8% | $2,551-24.5% |
| Participant deferral / active EE | $7,116 | $4,224+68.5% | $5,098+39.6% | $4,139+71.9% |
| Admin fee / account holder | $3,105 | $9,013-65.6% | $12,098-74.3% | $7,234-57.1% |