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 | $170,938 | $117,381+45.6% | $99,443+71.9% | $152,861+11.8% |
| Participation rate | 93.3% | 77.5%+15.8pp | 73.8%+19.5pp | 82.4%+10.9pp |
| Annual return | 16.93% | 31.87%-14.9pp | 30.72%-13.8pp | 345.32%-328.4pp |
| Employer contribution / active EE | $2,335 | $3,013-22.5% | $2,540-8.1% | $4,762-51.0% |
| Participant deferral / active EE | $5,756 | $4,086+40.9% | $3,619+59.0% | $5,850-1.6% |
| Admin fee / account holder | $6,071 | $7,631-20.4% | $6,250-2.9% | $11,596-47.6% |