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 | $176,340 | $111,301+58.4% | $112,977+56.1% | $158,922+11.0% |
| Participation rate | 87.5% | 83.5%+4.0pp | 82.6%+4.9pp | 82.0%+5.5pp |
| Annual return | 11.11% | 26.40%-15.3pp | 24.24%-13.1pp | 302.83%-291.7pp |
| Employer contribution / active EE | $6,517 | $4,471+45.8% | $4,255+53.2% | $4,761+36.9% |
| Participant deferral / active EE | $12,545 | $5,880+113.3% | $5,836+115.0% | $5,982+109.7% |
| Admin fee / account holder | $47,807 | $8,392+469.7% | $6,294+659.6% | $11,246+325.1% |