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 | $183,090 | $117,983+55.2% | $101,794+79.9% | $142,382+28.6% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.2%+23.1pp | 80.1%+12.2pp |
| Annual return | 10.75% | 36.92%-26.2pp | 30.53%-19.8pp | 217.08%-206.3pp |
| Employer contribution / active EE | $3,278 | $2,773+18.2% | $2,289+43.2% | $4,299-23.8% |
| Participant deferral / active EE | $3,733 | $4,714-20.8% | $4,084-8.6% | $6,507-42.6% |
| Admin fee / account holder | $5,254 | $10,433-49.6% | $8,777-40.1% | $12,624-58.4% |