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 | $158,681 | $84,233+88.4% | $170,442-6.9% | $70,131+126.3% |
| Participation rate | 86.0% | 70.8%+15.1pp | 83.6%+2.4pp | 69.5%+16.4pp |
| Annual return | 17.93% | 23.06%-5.1pp | 205.93%-188.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $5,354 | $3,387+58.1% | $5,433-1.4% | $2,342+128.6% |
| Participant deferral / active EE | $4,636 | $3,086+50.2% | $4,939-6.2% | $3,332+39.1% |
| Admin fee / account holder | $1,128 | $5,698-80.2% | $13,880-91.9% | $4,645-75.7% |