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 | $160,005 | $99,918+60.1% | $81,382+96.6% | $145,922+9.7% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.5%+20.5pp | 80.3%+9.7pp |
| Annual return | 12.95% | 34.32%-21.4pp | 24.73%-11.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,538 | $2,978-14.8% | $2,463+3.1% | $4,660-45.5% |
| Participant deferral / active EE | $4,069 | $4,605-11.6% | $3,883+4.8% | $6,688-39.2% |
| Admin fee / account holder | $8,539 | $8,212+4.0% | $5,768+48.0% | $13,397-36.3% |