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 | $182,923 | $138,347+32.2% | $184,203-0.7% | $80,856+126.2% |
| Participation rate | 96.0% | 83.9%+12.1pp | 86.8%+9.2pp | 67.6%+28.4pp |
| Annual return | 15.06% | 20.02%-5.0pp | 28.81%-13.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $5,948 | $4,850+22.6% | $6,427-7.5% | $2,755+115.9% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $65,698 | $10,483+526.7% | $13,901+372.6% | $6,918+849.7% |