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 | $168,344 | $57,590+192.3% | $86,233+95.2% | $82,448+104.2% |
| Participation rate | 90.0% | 57.9%+32.1pp | 69.0%+21.0pp | 68.1%+21.9pp |
| Annual return | 14.21% | 22.41%-8.2pp | 61.39%-47.2pp | 41.64%-27.4pp |
| Employer contribution / active EE | $4,813 | $1,655+190.8% | $2,504+92.2% | $2,551+88.7% |
| Participant deferral / active EE | $9,955 | $3,080+223.2% | $4,559+118.4% | $4,139+140.5% |
| Admin fee / account holder | $7,933 | $4,730+67.7% | $8,342-4.9% | $7,234+9.7% |