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 | $189,419 | $125,758+50.6% | $169,993+11.4% | $75,163+152.0% |
| Participation rate | 93.6% | 83.6%+10.0pp | 87.0%+6.6pp | 67.2%+26.4pp |
| Annual return | 13.68% | 27.20%-13.5pp | 53.37%-39.7pp | 160.62%-146.9pp |
| Employer contribution / active EE | $2,818 | $4,615-38.9% | $6,785-58.5% | $2,670+5.6% |
| Participant deferral / active EE | $6,504 | $6,837-4.9% | $10,408-37.5% | $4,125+57.7% |
| Admin fee / account holder | $1,416 | $8,173-82.7% | $12,815-88.9% | $5,651-74.9% |