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 | $171,683 | $125,758+36.5% | $169,993+1.0% | $75,163+128.4% |
| Participation rate | 96.0% | 83.6%+12.4pp | 87.0%+9.0pp | 67.2%+28.8pp |
| Annual return | 13.58% | 27.20%-13.6pp | 53.37%-39.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $2,676 | $4,615-42.0% | $6,785-60.6% | $2,670+0.2% |
| Participant deferral / active EE | $5,673 | $6,837-17.0% | $10,408-45.5% | $4,125+37.5% |
| Admin fee / account holder | $12,815 | $8,173+56.8% | $12,8150% | $5,651+126.8% |