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 | $161,695 | $127,065+27.3% | $113,168+42.9% | $142,382+13.6% |
| Participation rate | 94.4% | 79.2%+15.2pp | 76.6%+17.9pp | 80.1%+14.3pp |
| Annual return | 25.74% | 24.03%+1.7pp | 24.27%+1.5pp | 217.08%-191.3pp |
| Employer contribution / active EE | $2,622 | $3,442-23.8% | $2,975-11.9% | $4,299-39.0% |
| Participant deferral / active EE | $4,955 | $5,716-13.3% | $5,107-3.0% | $6,507-23.8% |
| Admin fee / account holder | $1,448 | $15,736-90.8% | $12,068-88.0% | $12,624-88.5% |