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 | $176,181 | $110,257+59.8% | $96,544+82.5% | $139,434+26.4% |
| Participation rate | 90.0% | 78.1%+11.9pp | 76.0%+14.0pp | 80.3%+9.7pp |
| Annual return | 10.21% | 26.32%-16.1pp | 25.84%-15.6pp | 372.94%-362.7pp |
| Employer contribution / active EE | $6,039 | $3,620+66.8% | $2,965+103.7% | $4,751+27.1% |
| Participant deferral / active EE | $6,232 | $5,548+12.3% | $4,851+28.5% | $6,710-7.1% |
| Admin fee / account holder | $3,464 | $11,591-70.1% | $8,252-58.0% | $11,403-69.6% |