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 | $162,475 | $67,606+140.3% | $82,313+97.4% | $70,131+131.7% |
| Participation rate | 84.9% | 72.8%+12.1pp | 76.9%+8.0pp | 69.5%+15.4pp |
| Annual return | 13.22% | 21.57%-8.3pp | 25.88%-12.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $6,221 | $1,755+254.5% | $2,428+156.2% | $2,342+165.6% |
| Participant deferral / active EE | $2,888 | $2,987-3.3% | $3,706-22.1% | $3,332-13.3% |
| Admin fee / account holder | $5,222 | $4,512+15.7% | $5,608-6.9% | $4,645+12.4% |