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 | $174,830 | $148,534+17.7% | $135,903+28.6% | $139,434+25.4% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 21.81% | 79.19%-57.4pp | 68.23%-46.4pp | 372.94%-351.1pp |
| Employer contribution / active EE | $2,922 | $5,243-44.3% | $4,856-39.8% | $4,751-38.5% |
| Participant deferral / active EE | $11,169 | $8,100+37.9% | $7,758+44.0% | $6,710+66.4% |
| Admin fee / account holder | $4,610 | $12,400-62.8% | $10,762-57.2% | $11,403-59.6% |