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 | $173,378 | $104,664+65.7% | $85,682+102.4% | $167,490+3.5% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.9%+17.6pp | 82.1%+5.4pp |
| Annual return | 12.30% | 21.45%-9.1pp | 21.49%-9.2pp | 478.56%-466.3pp |
| Employer contribution / active EE | $4,412 | $3,337+32.2% | $2,618+68.5% | $4,837-8.8% |
| Participant deferral / active EE | $5,004 | $4,824+3.7% | $3,923+27.6% | $6,341-21.1% |
| Admin fee / account holder | $2,474 | $10,032-75.3% | $6,873-64.0% | $12,309-79.9% |