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 | $145,241 | $80,717+79.9% | $154,803-6.2% | $84,808+71.3% |
| Participation rate | 80.0% | 66.8%+13.2pp | 78.1%+1.9pp | 68.3%+11.7pp |
| Annual return | 16.37% | 37.96%-21.6pp | 58.88%-42.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,630 | $2,761-4.7% | $4,305-38.9% | $2,6310% |
| Participant deferral / active EE | $3,751 | $3,303+13.6% | $5,540-32.3% | $4,212-10.9% |
| Admin fee / account holder | $19,622 | $6,746+190.9% | $14,329+36.9% | $7,344+167.2% |