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 | $174,741 | $80,717+116.5% | $154,803+12.9% | $84,808+106.0% |
| Participation rate | 90.3% | 66.8%+23.5pp | 78.1%+12.3pp | 68.3%+22.0pp |
| Annual return | 16.72% | 37.96%-21.2pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $6,748 | $2,761+144.4% | $4,305+56.7% | $2,631+156.5% |
| Participant deferral / active EE | $5,098 | $3,303+54.3% | $5,540-8.0% | $4,212+21.1% |
| Admin fee / account holder | $2,638 | $6,746-60.9% | $14,329-81.6% | $7,344-64.1% |