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 | $155,543 | $101,724+52.9% | $164,813-5.6% | $80,856+92.4% |
| Participation rate | 83.3% | 71.8%+11.5pp | 78.6%+4.7pp | 67.6%+15.7pp |
| Annual return | 21.14% | 16.72%+4.4pp | 69.93%-48.8pp | 35.59%-14.4pp |
| Employer contribution / active EE | $3,202 | $2,953+8.4% | $4,341-26.2% | $2,755+16.2% |
| Participant deferral / active EE | $5,800 | $4,477+29.5% | $6,031-3.8% | $4,296+35.0% |
| Admin fee / account holder | $1,441 | $8,227-82.5% | $12,690-88.6% | $6,918-79.2% |