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 | $154,006 | $108,825+41.5% | $156,181-1.4% | $82,448+86.8% |
| Participation rate | 83.1% | 72.4%+10.7pp | 78.8%+4.2pp | 68.1%+15.0pp |
| Annual return | 16.29% | 20.59%-4.3pp | 64.87%-48.6pp | 41.64%-25.3pp |
| Employer contribution / active EE | $3,304 | $2,870+15.1% | $4,294-23.1% | $2,551+29.5% |
| Participant deferral / active EE | $6,839 | $4,577+49.4% | $6,132+11.5% | $4,139+65.2% |
| Admin fee / account holder | $1,953 | $9,341-79.1% | $14,586-86.6% | $7,234-73.0% |