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 | $143,674 | $90,503+58.8% | $78,689+82.6% | $273,961-47.6% |
| Participation rate | 92.3% | 76.5%+15.8pp | 73.6%+18.7pp | 83.0%+9.3pp |
| Annual return | 8.18% | 75.60%-67.4pp | 62.18%-54.0pp | 41.45%-33.3pp |
| Employer contribution / active EE | $2,981 | $3,176-6.1% | $2,851+4.6% | $4,869-38.8% |
| Participant deferral / active EE | $6,200 | $3,901+58.9% | $3,517+76.3% | $5,287+17.3% |
| Admin fee / account holder | $11,783 | $5,263+123.9% | $4,510+161.2% | $10,132+16.3% |