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 | $161,937 | $95,803+69.0% | $113,168+43.1% | $84,808+90.9% |
| Participation rate | 94.7% | 72.9%+21.9pp | 76.6%+18.2pp | 68.3%+26.4pp |
| Annual return | 17.78% | 25.00%-7.2pp | 24.27%-6.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,636 | $2,360-30.7% | $2,975-45.0% | $2,631-37.8% |
| Participant deferral / active EE | $6,664 | $4,242+57.1% | $5,107+30.5% | $4,212+58.2% |
| Admin fee / account holder | $4,564 | $8,989-49.2% | $12,068-62.2% | $7,344-37.8% |