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 | $181,904 | $95,803+89.9% | $113,168+60.7% | $84,808+114.5% |
| Participation rate | 77.3% | 72.9%+4.5pp | 76.6%+0.8pp | 68.3%+9.0pp |
| Annual return | 15.11% | 25.00%-9.9pp | 24.27%-9.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,341 | $2,360-0.8% | $2,975-21.3% | $2,631-11.0% |
| Participant deferral / active EE | $6,985 | $4,242+64.7% | $5,107+36.8% | $4,212+65.9% |
| Admin fee / account holder | $18,557 | $8,989+106.4% | $12,068+53.8% | $7,344+152.7% |