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 | $166,669 | $95,803+74.0% | $113,168+47.3% | $84,808+96.5% |
| Participation rate | 95.8% | 72.9%+23.0pp | 76.6%+19.3pp | 68.3%+27.5pp |
| Annual return | 25.62% | 25.00%+0.6pp | 24.27%+1.4pp | 40.90%-15.3pp |
| Employer contribution / active EE | $2,038 | $2,360-13.7% | $2,975-31.5% | $2,631-22.5% |
| Participant deferral / active EE | $6,769 | $4,242+59.6% | $5,107+32.6% | $4,212+60.7% |
| Admin fee / account holder | $12,415 | $8,989+38.1% | $12,068+2.9% | $7,344+69.1% |