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 | $175,983 | $125,758+39.9% | $169,993+3.5% | $75,163+134.1% |
| Participation rate | 90.7% | 83.6%+7.1pp | 87.0%+3.7pp | 67.2%+23.5pp |
| Annual return | 14.08% | 27.20%-13.1pp | 53.37%-39.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $4,567 | $4,615-1.0% | $6,785-32.7% | $2,670+71.1% |
| Participant deferral / active EE | $9,904 | $6,837+44.9% | $10,408-4.8% | $4,125+140.1% |
| Admin fee / account holder | $18,221 | $8,173+122.9% | $12,815+42.2% | $5,651+222.4% |