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 | $173,101 | $106,515+62.5% | $96,683+79.0% | $139,434+24.1% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 10.94% | 38.43%-27.5pp | 35.69%-24.8pp | 372.94%-362.0pp |
| Employer contribution / active EE | $2,111 | $4,103-48.5% | $3,737-43.5% | $4,751-55.6% |
| Participant deferral / active EE | $7,880 | $5,454+44.5% | $4,878+61.5% | $6,710+17.4% |
| Admin fee / account holder | $76,258 | $7,877+868.1% | $6,730+1033.2% | $11,403+568.8% |