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 | $146,098 | $71,829+103.4% | $69,780+109.4% | $142,382+2.6% |
| Participation rate | 90.0% | 81.6%+8.4pp | 79.3%+10.7pp | 80.1%+9.9pp |
| Annual return | 16.47% | 31.01%-14.5pp | 26.31%-9.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,978 | $4,385-9.3% | $4,168-4.6% | $4,299-7.5% |
| Participant deferral / active EE | $7,988 | $6,819+17.1% | $6,164+29.6% | $6,507+22.7% |
| Admin fee / account holder | $29,073 | $7,818+271.9% | $7,285+299.1% | $12,624+130.3% |