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 | $170,742 | $117,983+44.7% | $101,794+67.7% | $142,382+19.9% |
| Participation rate | 72.2% | 74.2%-2.0pp | 69.2%+3.0pp | 80.1%-7.9pp |
| Annual return | 17.89% | 36.92%-19.0pp | 30.53%-12.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,600 | $2,773-6.2% | $2,289+13.6% | $4,299-39.5% |
| Participant deferral / active EE | $9,761 | $4,714+107.1% | $4,084+139.0% | $6,507+50.0% |
| Admin fee / account holder | $2,829 | $10,433-72.9% | $8,777-67.8% | $12,624-77.6% |