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 | $166,032 | $138,347+20.0% | $184,203-9.9% | $80,856+105.3% |
| Participation rate | 98.8% | 83.9%+14.9pp | 86.8%+12.0pp | 67.6%+31.1pp |
| Annual return | 14.43% | 20.02%-5.6pp | 28.81%-14.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $6,173 | $4,850+27.3% | $6,427-4.0% | $2,755+124.1% |
| Participant deferral / active EE | $6,815 | $7,071-3.6% | $9,131-25.4% | $4,296+58.6% |
| Admin fee / account holder | $21,345 | $10,483+103.6% | $13,901+53.6% | $6,918+208.5% |