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 | $162,609 | $95,803+69.7% | $113,168+43.7% | $84,808+91.7% |
| Participation rate | 97.3% | 72.9%+24.4pp | 76.6%+20.7pp | 68.3%+29.0pp |
| Annual return | 12.38% | 25.00%-12.6pp | 24.27%-11.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $3,716 | $2,360+57.5% | $2,975+24.9% | $2,631+41.2% |
| Participant deferral / active EE | $5,536 | $4,242+30.5% | $5,107+8.4% | $4,212+31.5% |
| Admin fee / account holder | $2,702 | $8,989-69.9% | $12,068-77.6% | $7,344-63.2% |