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 6-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 | $173,864 | $106,584+63.1% | $101,326+71.6% | $142,382+22.1% |
| Participation rate | 72.7% | 82.7%-10.0pp | 81.5%-8.8pp | 80.1%-7.4pp |
| Annual return | 17.57% | 36.93%-19.4pp | 36.82%-19.2pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,326 | $3,956-15.9% | $3,665-9.3% | $4,299-22.6% |
| Participant deferral / active EE | $7,491 | $8,297-9.7% | $7,994-6.3% | $6,507+15.1% |
| Admin fee / account holder | $731 | $11,446-93.6% | $11,185-93.5% | $12,624-94.2% |