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 | $171,642 | $124,425+37.9% | $112,040+53.2% | $137,256+25.1% |
| Participation rate | 91.3% | 79.3%+12.0pp | 76.5%+14.8pp | 80.0%+11.3pp |
| Annual return | 11.26% | 24.72%-13.5pp | 24.52%-13.3pp | 220.34%-209.1pp |
| Employer contribution / active EE | $3,042 | $3,411-10.8% | $2,954+3.0% | $4,156-26.8% |
| Participant deferral / active EE | $6,434 | $5,718+12.5% | $5,098+26.2% | $6,407+0.4% |
| Admin fee / account holder | $6,249 | $15,207-58.9% | $12,098-48.3% | $12,270-49.1% |