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 | $156,526 | $106,584+46.9% | $101,326+54.5% | $142,382+9.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.24% | 36.93%-19.7pp | 36.82%-19.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,301 | $3,956-16.5% | $3,665-9.9% | $4,299-23.2% |
| Participant deferral / active EE | $6,168 | $8,297-25.7% | $7,994-22.8% | $6,507-5.2% |
| Admin fee / account holder | $2,685 | $11,446-76.5% | $11,185-76.0% | $12,624-78.7% |