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 | $161,549 | $86,944+85.8% | $107,525+50.2% | $74,304+117.4% |
| Participation rate | 81.9% | 59.6%+22.4pp | 75.1%+6.8pp | 60.3%+21.6pp |
| Annual return | 14.81% | 23.52%-8.7pp | 181.32%-166.5pp | 29.43%-14.6pp |
| Employer contribution / active EE | $2,538 | $2,757-7.9% | $3,754-32.4% | $2,241+13.2% |
| Participant deferral / active EE | $6,650 | $3,554+87.1% | $5,116+30.0% | $3,767+76.5% |
| Admin fee / account holder | $4,837 | $3,727+29.8% | $8,919-45.8% | $2,969+62.9% |