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 | $167,656 | $95,453+75.6% | $112,040+49.6% | $82,448+103.3% |
| Participation rate | 86.7% | 72.8%+13.9pp | 76.5%+10.2pp | 68.1%+18.6pp |
| Annual return | 13.82% | 23.92%-10.1pp | 24.52%-10.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,636 | $2,318-29.4% | $2,954-44.6% | $2,551-35.9% |
| Participant deferral / active EE | $6,404 | $4,224+51.6% | $5,098+25.6% | $4,139+54.7% |
| Admin fee / account holder | $44,797 | $9,013+397.0% | $12,098+270.3% | $7,234+519.2% |