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 | $164,305 | $95,453+72.1% | $112,040+46.6% | $82,448+99.3% |
| Participation rate | 84.2% | 72.8%+11.5pp | 76.5%+7.7pp | 68.1%+16.1pp |
| Annual return | 13.84% | 23.92%-10.1pp | 24.52%-10.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $4,116 | $2,318+77.6% | $2,954+39.3% | $2,551+61.3% |
| Participant deferral / active EE | $3,075 | $4,224-27.2% | $5,098-39.7% | $4,139-25.7% |
| Admin fee / account holder | $37,493 | $9,013+316.0% | $12,098+209.9% | $7,234+418.3% |