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 | $183,070 | $152,460+20.1% | $118,746+54.2% | $147,584+24.0% |
| Participation rate | 91.3% | 82.3%+9.0pp | 78.3%+13.0pp | 82.8%+8.5pp |
| Annual return | 11.05% | 17.41%-6.4pp | 24.54%-13.5pp | 578.55%-567.5pp |
| Employer contribution / active EE | $8,315 | $5,046+64.8% | $4,193+98.3% | $4,876+70.5% |
| Participant deferral / active EE | $5,058 | $6,212-18.6% | $5,332-5.1% | $5,439-7.0% |
| Admin fee / account holder | $6,314 | $16,953-62.8% | $10,720-41.1% | $10,885-42.0% |