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 | $159,933 | $132,049+21.1% | $200,582-20.3% | $74,304+115.2% |
| Participation rate | 96.4% | 84.1%+12.3pp | 86.9%+9.5pp | 60.3%+36.0pp |
| Annual return | 14.49% | 22.22%-7.7pp | 42.33%-27.8pp | 29.43%-14.9pp |
| Employer contribution / active EE | $8,043 | $4,558+76.5% | $6,419+25.3% | $2,241+258.9% |
| Participant deferral / active EE | $4,274 | $7,213-40.7% | $9,331-54.2% | $3,767+13.5% |
| Admin fee / account holder | $9,582 | $2,405+298.5% | $16,305-41.2% | $2,969+222.7% |