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 | $162,869 | $86,286+88.8% | $111,297+46.3% | $85,850+89.7% |
| Participation rate | 89.1% | 73.3%+15.7pp | 77.3%+11.8pp | 69.3%+19.7pp |
| Annual return | 14.81% | 19.99%-5.2pp | 54.65%-39.8pp | 318.53%-303.7pp |
| Employer contribution / active EE | $2,117 | $2,043+3.6% | $2,731-22.5% | $2,565-17.5% |
| Participant deferral / active EE | $5,432 | $3,641+49.2% | $4,487+21.1% | $3,952+37.5% |
| Admin fee / account holder | $6,035 | $8,188-26.3% | $7,964-24.2% | $6,260-3.6% |