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 | $161,938 | $80,717+100.6% | $154,803+4.6% | $84,808+90.9% |
| Participation rate | 80.8% | 66.8%+14.0pp | 78.1%+2.7pp | 68.3%+12.5pp |
| Annual return | 16.61% | 37.96%-21.3pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $14,391 | $2,761+421.2% | $4,305+234.3% | $2,631+447.0% |
| Participant deferral / active EE | $6,718 | $3,303+103.4% | $5,540+21.2% | $4,212+59.5% |
| Admin fee / account holder | $5,300 | $6,746-21.4% | $14,329-63.0% | $7,344-27.8% |