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 | $163,830 | $110,257+48.6% | $96,544+69.7% | $139,434+17.5% |
| Participation rate | 70.0% | 78.1%-8.1pp | 76.0%-6.0pp | 80.3%-10.3pp |
| Annual return | 17.86% | 26.32%-8.5pp | 25.84%-8.0pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,930 | $3,620-46.7% | $2,965-34.9% | $4,751-59.4% |
| Participant deferral / active EE | $5,846 | $5,548+5.4% | $4,851+20.5% | $6,710-12.9% |
| Admin fee / account holder | $6,542 | $11,591-43.6% | $8,252-20.7% | $11,403-42.6% |