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 | $166,897 | $127,065+31.3% | $113,168+47.5% | $142,382+17.2% |
| Participation rate | 73.7% | 79.2%-5.5pp | 76.6%-2.9pp | 80.1%-6.4pp |
| Annual return | 15.81% | 24.03%-8.2pp | 24.27%-8.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,741 | $3,442-20.4% | $2,975-7.9% | $4,299-36.2% |
| Participant deferral / active EE | $6,736 | $5,716+17.8% | $5,107+31.9% | $6,507+3.5% |
| Admin fee / account holder | $6,002 | $15,736-61.9% | $12,068-50.3% | $12,624-52.5% |