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 | $154,711 | $101,724+52.1% | $164,813-6.1% | $80,856+91.3% |
| Participation rate | 83.3% | 71.8%+11.5pp | 78.6%+4.7pp | 67.6%+15.7pp |
| Annual return | 15.33% | 16.72%-1.4pp | 69.93%-54.6pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,466 | $2,953-50.4% | $4,341-66.2% | $2,755-46.8% |
| Participant deferral / active EE | $6,215 | $4,477+38.8% | $6,031+3.0% | $4,296+44.7% |
| Admin fee / account holder | $8,256 | $8,227+0.4% | $12,690-34.9% | $6,918+19.3% |