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 7-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 | $165,957 | $93,571+77.4% | $135,903+22.1% | $75,163+120.8% |
| Participation rate | 94.1% | 75.2%+18.9pp | 81.9%+12.2pp | 67.2%+26.9pp |
| Annual return | 16.77% | 30.90%-14.1pp | 68.23%-51.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $3,064 | $3,537-13.4% | $4,856-36.9% | $2,670+14.8% |
| Participant deferral / active EE | $4,824 | $6,404-24.7% | $7,758-37.8% | $4,125+16.9% |
| Admin fee / account holder | $1,603 | $6,975-77.0% | $10,762-85.1% | $5,651-71.6% |