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 | $181,847 | $80,717+125.3% | $154,803+17.5% | $84,808+114.4% |
| Participation rate | 83.3% | 66.8%+16.5pp | 78.1%+5.3pp | 68.3%+15.0pp |
| Annual return | 20.40% | 37.96%-17.6pp | 58.88%-38.5pp | 40.90%-20.5pp |
| Employer contribution / active EE | $2,664 | $2,761-3.5% | $4,305-38.1% | $2,631+1.3% |
| Participant deferral / active EE | $6,696 | $3,303+102.7% | $5,540+20.8% | $4,212+59.0% |
| Admin fee / account holder | $1,243 | $6,746-81.6% | $14,329-91.3% | $7,344-83.1% |