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 | $160,222 | $90,503+77.0% | $78,689+103.6% | $273,961-41.5% |
| Participation rate | 84.6% | 76.5%+8.1pp | 73.6%+11.1pp | 83.0%+1.6pp |
| Annual return | 5.41% | 75.60%-70.2pp | 62.18%-56.8pp | 41.45%-36.0pp |
| Employer contribution / active EE | $12,803 | $3,176+303.2% | $2,851+349.1% | $4,869+163.0% |
| Participant deferral / active EE | $8,279 | $3,901+112.2% | $3,517+135.4% | $5,287+56.6% |
| Admin fee / account holder | $42,284 | $5,263+703.4% | $4,510+837.5% | $10,132+317.3% |