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 | $162,802 | $93,571+74.0% | $135,903+19.8% | $75,163+116.6% |
| Participation rate | 86.7% | 75.2%+11.5pp | 81.9%+4.8pp | 67.2%+19.5pp |
| Annual return | 18.51% | 30.90%-12.4pp | 68.23%-49.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,951 | $3,537-44.8% | $4,856-59.8% | $2,670-26.9% |
| Participant deferral / active EE | $4,714 | $6,404-26.4% | $7,758-39.2% | $4,125+14.3% |
| Admin fee / account holder | $14,265 | $6,975+104.5% | $10,762+32.5% | $5,651+152.4% |