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 | $160,160 | $96,557+65.9% | $80,975+97.8% | $273,961-41.5% |
| Participation rate | 95.0% | 79.1%+15.9pp | 75.8%+19.2pp | 83.0%+12.0pp |
| Annual return | 6.97% | 15.14%-8.2pp | 17.10%-10.1pp | 41.45%-34.5pp |
| Employer contribution / active EE | $4,129 | $4,868-15.2% | $3,714+11.2% | $4,869-15.2% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,106 | $7,492-18.5% | $5,516+10.7% | $10,132-39.7% |