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 | $166,520 | $123,793+34.5% | $177,821-6.4% | $79,858+108.5% |
| Participation rate | 90.2% | 84.7%+5.5pp | 87.7%+2.4pp | 69.6%+20.5pp |
| Annual return | 20.86% | 22.82%-2.0pp | 48.32%-27.5pp | 31.71%-10.9pp |
| Employer contribution / active EE | $8,912 | $4,095+117.6% | $5,918+50.6% | $2,471+260.7% |
| Participant deferral / active EE | $12,906 | $5,956+116.7% | $7,714+67.3% | $3,740+245.1% |
| Admin fee / account holder | $7,991 | $7,243+10.3% | $12,427-35.7% | $5,306+50.6% |