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 | $181,636 | $86,929+108.9% | $102,423+77.3% | $80,856+124.6% |
| Participation rate | 70.4% | 72.4%-2.0pp | 76.5%-6.1pp | 67.6%+2.7pp |
| Annual return | 20.35% | 18.88%+1.5pp | 29.32%-9.0pp | 35.59%-15.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,360 | $4,118+30.1% | $5,053+6.1% | $4,296+24.8% |
| Admin fee / account holder | $30,009 | $8,049+272.8% | $9,451+217.5% | $6,918+333.8% |