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 | $162,835 | $81,460+99.9% | $103,333+57.6% | $80,856+101.4% |
| Participation rate | 90.0% | 66.8%+23.2pp | 74.5%+15.5pp | 67.6%+22.4pp |
| Annual return | 18.30% | 25.55%-7.2pp | 24.88%-6.6pp | 35.59%-17.3pp |
| Employer contribution / active EE | $3,011 | $3,105-3.0% | $3,868-22.2% | $2,755+9.3% |
| Participant deferral / active EE | $7,967 | $3,869+105.9% | $5,057+57.5% | $4,296+85.5% |
| Admin fee / account holder | $2,081 | $6,566-68.3% | $8,355-75.1% | $6,918-69.9% |