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 | $158,376 | $179,726-11.9% | $156,263+1.4% | $142,382+11.2% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 13.97% | 77.86%-63.9pp | 59.47%-45.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $14,125 | $5,069+178.6% | $4,333+226.0% | $4,299+228.6% |
| Participant deferral / active EE | $10,532 | $6,956+51.4% | $6,158+71.0% | $6,507+61.8% |
| Admin fee / account holder | $107,818 | $17,272+524.2% | $14,255+656.4% | $12,624+754.1% |