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 | $157,958 | $90,503+74.5% | $78,689+100.7% | $273,961-42.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.27% | 75.60%-67.3pp | 62.18%-53.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $3,197 | $3,176+0.7% | $2,851+12.2% | $4,869-34.3% |
| Participant deferral / active EE | $5,829 | $3,901+49.4% | $3,517+65.7% | $5,287+10.2% |
| Admin fee / account holder | $397 | $5,263-92.5% | $4,510-91.2% | $10,132-96.1% |