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 | $141,945 | $64,348+120.6% | $90,160+57.4% | $70,131+102.4% |
| Participation rate | 80.4% | 70.4%+10.0pp | 76.9%+3.6pp | 69.5%+10.9pp |
| Annual return | 19.45% | 28.13%-8.7pp | 34.88%-15.4pp | 73.14%-53.7pp |
| Employer contribution / active EE | $1,849 | $2,046-9.6% | $3,318-44.3% | $2,342-21.1% |
| Participant deferral / active EE | $5,754 | $4,389+31.1% | $5,288+8.8% | $3,332+72.7% |
| Admin fee / account holder | $23,588 | $3,944+498.1% | $5,943+296.9% | $4,645+407.8% |