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 | $158,320 | $109,413+44.7% | $156,263+1.3% | $84,808+86.7% |
| Participation rate | 93.6% | 72.7%+20.9pp | 78.9%+14.7pp | 68.3%+25.3pp |
| Annual return | 14.61% | 20.18%-5.6pp | 59.47%-44.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,742 | $2,907+28.7% | $4,333-13.6% | $2,631+42.2% |
| Participant deferral / active EE | $4,282 | $4,590-6.7% | $6,158-30.5% | $4,212+1.7% |
| Admin fee / account holder | $6,532 | $9,357-30.2% | $14,255-54.2% | $7,344-11.1% |