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 | $162,739 | $88,707+83.5% | $74,183+119.4% | $273,961-40.6% |
| Participation rate | 92.3% | 79.4%+12.9pp | 76.6%+15.7pp | 83.0%+9.3pp |
| Annual return | 7.26% | 11.94%-4.7pp | 17.74%-10.5pp | 41.45%-34.2pp |
| Employer contribution / active EE | $5,292 | $3,159+67.5% | $2,370+123.3% | $4,869+8.7% |
| Participant deferral / active EE | $5,701 | $4,212+35.4% | $3,550+60.6% | $5,287+7.8% |
| Admin fee / account holder | $1,031 | $8,717-88.2% | $5,586-81.5% | $10,132-89.8% |