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 | $156,410 | $109,881+42.3% | $150,045+4.2% | $84,808+84.4% |
| Participation rate | 82.2% | 76.1%+6.1pp | 82.3%-0.1pp | 68.3%+13.9pp |
| Annual return | 14.67% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $14,931 | $6,636+125.0% | $7,997+86.7% | $4,212+254.5% |
| Admin fee / account holder | $8,294 | $8,568-3.2% | $13,435-38.3% | $7,344+12.9% |