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 | $165,405 | $106,749+54.9% | $145,433+13.7% | $82,448+100.6% |
| Participation rate | 83.5% | 75.6%+7.9pp | 82.1%+1.4pp | 68.1%+15.4pp |
| Annual return | 18.62% | 27.59%-9.0pp | 66.58%-48.0pp | 41.64%-23.0pp |
| Employer contribution / active EE | $2,464 | $3,444-28.5% | $4,554-45.9% | $2,551-3.4% |
| Participant deferral / active EE | $6,242 | $6,519-4.2% | $7,897-21.0% | $4,139+50.8% |
| Admin fee / account holder | $19,548 | $8,390+133.0% | $13,129+48.9% | $7,234+170.2% |