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 | $147,734 | $93,571+57.9% | $135,903+8.7% | $75,163+96.6% |
| Participation rate | 84.1% | 75.2%+8.9pp | 81.9%+2.2pp | 67.2%+16.9pp |
| Annual return | 17.21% | 30.90%-13.7pp | 68.23%-51.0pp | 160.62%-143.4pp |
| Employer contribution / active EE | $3,637 | $3,537+2.8% | $4,856-25.1% | $2,670+36.2% |
| Participant deferral / active EE | $6,546 | $6,404+2.2% | $7,758-15.6% | $4,125+58.7% |
| Admin fee / account holder | $42,823 | $6,975+513.9% | $10,762+297.9% | $5,651+657.8% |