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 | $183,805 | $93,571+96.4% | $135,903+35.2% | $75,163+144.5% |
| Participation rate | 86.7% | 75.2%+11.5pp | 81.9%+4.8pp | 67.2%+19.5pp |
| Annual return | 17.69% | 30.90%-13.2pp | 68.23%-50.5pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,278 | $3,537-35.6% | $4,856-53.1% | $2,670-14.7% |
| Participant deferral / active EE | $6,757 | $6,404+5.5% | $7,758-12.9% | $4,125+63.8% |
| Admin fee / account holder | $1,618 | $6,975-76.8% | $10,762-85.0% | $5,651-71.4% |