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 | $163,612 | $87,733+86.5% | $106,548+53.6% | $85,850+90.6% |
| Participation rate | 93.5% | 71.9%+21.6pp | 76.1%+17.4pp | 69.3%+24.2pp |
| Annual return | 17.02% | 21.86%-4.8pp | 26.80%-9.8pp | 318.53%-301.5pp |
| Employer contribution / active EE | $6,040 | $2,073+191.4% | $2,819+114.3% | $2,565+135.5% |
| Participant deferral / active EE | $5,270 | $3,469+51.9% | $4,398+19.8% | $3,952+33.4% |
| Admin fee / account holder | $6,075 | $6,767-10.2% | $7,407-18.0% | $6,260-2.9% |