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 | $164,534 | $95,453+72.4% | $112,040+46.9% | $82,448+99.6% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.5%+12.4pp | 68.1%+20.8pp |
| Annual return | 12.63% | 23.92%-11.3pp | 24.52%-11.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $3,283 | $2,318+41.6% | $2,954+11.1% | $2,551+28.7% |
| Participant deferral / active EE | $7,160 | $4,224+69.5% | $5,098+40.4% | $4,139+73.0% |
| Admin fee / account holder | $4,138 | $9,013-54.1% | $12,098-65.8% | $7,234-42.8% |