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 | $180,109 | $111,754+61.2% | $103,333+74.3% | $145,922+23.4% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 12.75% | 24.77%-12.0pp | 24.88%-12.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $4,373 | $4,212+3.8% | $3,868+13.1% | $4,660-6.1% |
| Participant deferral / active EE | $11,402 | $5,619+102.9% | $5,057+125.4% | $6,688+70.5% |
| Admin fee / account holder | $10,279 | $9,750+5.4% | $8,355+23.0% | $13,397-23.3% |