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 | $161,608 | $80,717+100.2% | $154,803+4.4% | $84,808+90.6% |
| Participation rate | 93.9% | 66.8%+27.1pp | 78.1%+15.8pp | 68.3%+25.6pp |
| Annual return | 16.04% | 37.96%-21.9pp | 58.88%-42.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $5,289 | $2,761+91.5% | $4,305+22.8% | $2,631+101.0% |
| Participant deferral / active EE | $5,375 | $3,303+62.7% | $5,540-3.0% | $4,212+27.6% |
| Admin fee / account holder | $1,073 | $6,746-84.1% | $14,329-92.5% | $7,344-85.4% |