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 | $164,983 | $124,881+32.1% | $209,409-21.2% | $116,875+41.2% |
| Participation rate | 90.0% | 75.8%+14.2pp | 80.4%+9.6pp | 74.5%+15.5pp |
| Annual return | 13.52% | 14.56%-1.0pp | 159.49%-146.0pp | 16.29%-2.8pp |
| Employer contribution / active EE | $3,827 | $2,588+47.9% | $5,035-24.0% | $3,288+16.4% |
| Participant deferral / active EE | $9,590 | $3,793+152.9% | $4,230+126.7% | $3,885+146.9% |
| Admin fee / account holder | $11,322 | $12,933-12.5% | $16,474-31.3% | $12,263-7.7% |